Balancing Protection with Innovation: How Robinhood’s Lucas Moskowitz Sees The Regulatory Road Ahead
Fewer public companies. Private companies planning to stay private longer. And a regulatory...

The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. Co-hosts Bill Coppel, Director of Client Growth at TradePMR, and Ryan Neal, Senior Editor at TradePMR bring together thought leaders and industry experts across a range of disciplines to share insights designed to help registered investment advisors thrive in the industry of tomorrow. You can listen and subscribe for free on Apple Podcasts, Spotify, and YouTube.


Join us as we bring together thought leaders and experts from diverse backgrounds, each offering a unique perspective on driving sustainable growth. Whether you’re a seasoned firm leader or just starting out, look to Synergize for inspiration as you evolve your business for the future.
Fewer public companies. Private companies planning to stay private longer. And a regulatory...
The regulatory environment in Washington has changed dramatically under new SEC leadership, and...
The days of the traditional, male-centric advisory playbook may be numbered. With women projected...