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Hosted by Bill Coppel, Chief Client Growth Officer at TradePMR, Synergize is not just another podcast – it’s a guide to navigating the evolving wealth management landscape in an AI-driven world. In each episode, we dive deep into topics that we believe matter most to RIAs, uncovering insights and strategies designed to help your business thrive in an ever-changing landscape. Join us as we bring together thought leaders and experts from diverse backgrounds, each offering a unique perspective on driving sustainable growth.
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업데이트 빈도:
every 17 days
평균 오디오 길이:
25 minutes
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에피소드 59 개
2024년 6월 5일부터
episodic
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"I don't think this stuff is that complicated."
That's the idea behind “Girl Math with Grace,” the Substack that Grace Arnold, Vice President and Wealth Advisor at GreenUp Wealth Management, launched to reclaim a meme that once poked fun at women's money habits.
Grace joined the Synergize podcast l…
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Over a year into the TradePMR–Robinhood acquisition, what’s been built and what’s coming next?
TradePMR by Robinhood VP and General Manager Robb Baldwin and Robinhood Chief Brokerage Officer Steve Quirk, share their visions for the future of the independent advisor and why they think the next 20 ye…
What would it look like if advisors could run their entire practice on one platform and scale their business without hiring additional staff?
In this special two-part episode, the Synergize podcast sits down with two Robinhood leaders working to bring that vision to life.
First, Robinhood VP of Pro…
It was the opening line from her keynote at SYNERGY26 that stopped the room: “Modern portfolio theory is dead…and index investing went with it.”
Robinhood Chief Investment Officer Steph Guild joins Synergize to break down that assertion: walking through the four tailwinds that made index investing …
Many Robinhood customers are more sophisticated investors than they are often stereotyped, and that gap in perception could become a massive opportunity for financial advisors.
Robinhood Senior Director of CX and Head of Concierge Services Pat Dunn joins the Synergize Podcast to set the record str…
What happens when you hand your entire life over to AI for a year?
Emmy Award-winning tech journalist Joanna Stern decided to find out and shared the results with readers in her new book I Am Not a Robot.
Joanna joins the Synergize podcast to break down the highlights of that year-long AI experimen…
Fewer public companies. Private companies planning to stay private longer. A regulatory framework that keeps retail investors locked out of possible growth opportunities.
As a former SEC staffer and Capitol Hill veteran, Robinhood's Senior Vice President, General Counsel, and Corporate Secretary Lu…
The regulatory environment in Washington has changed dramatically under new SEC leadership, and that could present an opportunity for financial advisors.
Robinhood's Chief Legal, Compliance, and Corporate Affairs Officer Dan Gallagher breaks down what the shift under SEC Chair Atkins really means f…
The days of the traditional, male-centric advisory playbook may be numbered. With women projected to control the majority of private wealth in the United States by 2030 [1], advisors who cannot adapt to best serve them could be leaving business at risk.
Cary Carbonaro, author of Women & Wealth:…
MarketWatch financial planning columnist Beth Pinsker, CFP, has plenty of experience guiding her readers, but she admits “book smarts” didn’t prepare her for an inevitable inflection point.
In her new book “My Mother's Money,” she chronicles how she assumed the responsibilities of financial caregiv…
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