What would it look like if advisors could run their entire practice on one platform and scale their ...
Welcome to Synergize
The podcast where we uncover insights and strategies designed to help your business thrive and grow.

Many Robinhood customers are more sophisticated investors than they are often stereotyped, and that ...
It was the opening line from her keynote at SYNERGY26 that stopped the room: “Modern portfolio theor...
What happens when you hand your entire life over to AI for a year?
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 framewor...
The regulatory environment in Washington has changed dramatically under new SEC leadership, and that...
The days of the traditional, male-centric advisory playbook may be numbered. With women projected to...
MarketWatch financial planning columnist Beth Pinsker, CFP, has plenty of experience guiding her rea...
Scaling from a two-person shop in 1988 to the nearly $2B AUM firm they are today, Founder & CEO ...
As an advisor, your past can be just as powerful as your future.










