TradePMR Announces Keynote Speaker, Agenda for Synergy Conference in Miami May 3-5, 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 and Growth, will inspire the three-day agenda that focuses on the tools and resources needed to fuel growth of an advisor’s business through technology and automation.

Synergy will take place Wednesday, May 3 through Friday, May 5 at the Eden Roc Resort, Miami. Registration is still open for those who have not yet committed to coming. Technology expert Joel Bruckenstein, producer of the T3 conferences and T3 newsletter / tech hub will be attending (@fintechie on Twitter). The annual gathering will focus on delivering the tools advisors need to succeed, the evolution of TradePMR’s next generation platform EarnWise.


The event will feature a robust line up of speakers, including keynote remarks from author, comedian, and world-class guitarist Mike Rayburn. He will focus on the topic of innovation and pose the question, “What If?” Advisors will also hear from TradePMR’s founder, president and CEO, Robb Baldwin and other members of TradePMR leadership. Numerous sessions are dedicated to the evolution of EarnWise, the firm’s web-based technology platform.

“Since launching EarnWise at Synergy in 2016, we have had countless conversations with advisors seeking to elevate their business strategy with a robo-solution,” said Baldwin. “TradePMR is known for delivering cutting edge technology tools to RIAs. Advisors attending this year’s conference can expect to see even more leading edge solutions. The enhancements we are rolling out at the conference are revolutionary – in fact, this is the biggest thing we have ever done. We are very proud of our custom-built solution for advisors.”

Joel Bruckenstein, producer of the T3 Technology conferences and T3 Technology Hub had this to say: “I am excited to be attending the TradePMR conference again this year and look forward to seeing all of the new and innovative things that Robb and his team will be revealing. I expect some significant vendor announcements as well. TradePMR has built a very impressive custodial interface. EarnWise promises to harness the best of traditional and robo-advisor business strategies in a single, easy-to-implement, online solution. TradePMR’s culture of innovation continues to impress me.”


This year’s conference will kick off with an opportunity for independent RIAs to network with TradePMR’s leadership, staff and fellow advisors during a four-hour morning cruise touring Miami Beach on The Venetian Lady, a 130-foot luxury yacht.

AdvisorEngine will be hosting a special Craft Beer Tasting on Thursday, May 4th, during the Networking Reception. They will be located in booth #6 toward the back bar area.

A slate of educational sessions will be the focus of the two main conference days. The conference will close on Friday with a robust panel discussion featuring a handful of TradePMR’s top advisors.

Details about Synergy including the complete list of speakers, full agenda, and event registration is available at For breaking news and conference updates, follow the official Twitter hashtag #SynergyMIAMI.

Sponsoring companies include:

  • FirstClearing
  • AdvisorEngine
  • Aetna Capital Management
  • Ascendant Compliance Management
  • LifeCare Funding
  • JBV Financial
  • First Trust Portfolios
  • PPC Loan
  • SumRidge Partners
  • CalSurance
  • CION Securities
  • Probabilities Fund
  • Millennium Trust Company
  • Riskalyze
  • Resource Real Estate
  • Lincoln Financial Group
  • Cedar Capital
  • Sound Income Strategies
  • Great American Insurance Group
  • YCharts
  • FinMason

Members of the media may request a press pass via


For nearly two decades, TradePMR has addressed the technology and support demands of financial advisors with solutions that are easy to implement and user friendly. The privately held introducing brokerage firm (Member FINRA/SIPC), founded and located in Gainesville, Florida, has maintained a singular focus of providing brokerage and custody services and support to independent registered investment advisors (RIAs) and their clients. The firm delivers an integrated cloud-based workstation that enables RIAs to efficiently run their practices and be more effective. More information is available at

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