Synergy Conference

April 25, 2017

TradePMR Announces Keynote Speaker, Agenda for Synergy Conference in Miami May 3-5, 2017

TradePMR released today its agenda and lineup of speakers for the 2017 Synergy conference, an annual gathering for independent registered investment advisors (RIAs). This year’s theme, Gratitude, Giving […]
June 2, 2016

TradePMR Introduces EarnWise

TradePMR introduced EarnWise, the firm’s new web-based technology platform, at its annual Synergy Conference in Palm Beach, FL. Building on the success of the Fusion Advisor Workstation […]