RIA Reflections

Skip to content

About
Subscribe

Search

There are no suggestions because the search field is empty.

Subscribe to receive the latest RIA Reflections stories in your inbox

Latest Stories

To the Kid Reading Stock Tickers on the Living Room Floor

In Pursuit of the Perfect Round

Connecting with Advisors Over… Cars?

Christopher Norton

The One Big Question That Transformed My Career

Rewriting Retirement: Remodeling My Own Relationship with Legacy

Cigars and the Lost Art of Disagreement

Tim Whitney

Launching an RIA Isn’t Just Professional. It’s Personal.

How an Easter Basket Sparked My Decision to Build a Custodian

Welcome to RIA Reflections

synergy25-riareflections-banner

The Latest from Synergize Podcast

Synergy25 Live | EP02 Answering to the Next Generation Question with David Hohimer, Managing Partner of Hohimer Wealth Management

Synergy25 Live: Answering to the Next Generation Question with David Hohimer, Managing Partner of Hohimer Wealth Management

SYNERGY25 Live | EP01 Democratizing Wealth Management with Robinhood Chairman and CEO, Vlad Tenev

Synergy25 Live: Democratizing Wealth Management with Robinhood Chairman and CEO, Vlad Tenev

EPISODE 27 | Shannon Spotswood: Is your Firm Thriving or Just Surviving?

Shannon Spotswood: Is Your Firm Thriving or Just Surviving?

Subscribe to receive the latest RIA Reflections stories in your inbox

Sources and Disclosures

Articles are being provided for informational purposes only and is not intended to be relied on as investment advice, does not constitute a recommendation of any investment or strategy or an inducement to buy or sell securities. The opinions expressed herein are those of the author and do not necessary reflect the opinion of TradePMR. Any opinions expressed are subject to change without notice. There is no guarantee that any forecast implied will come to fruition. Past performance is no guarantee of future results. Any reliance on the information is done solely at the discretion of the reader. Investing involves risks and the possibility of losing principal.

TradePMR does not provide investment, tax or legal advice.

TradePMR and any third party mentioned are separate and unaffiliated.

© 2025, Trade-PMR, Inc.

Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.msrb.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
Market volatility, volume, and system availability may impact account access and trade execution.

TradePMR, Inc. is a subsidiary of Robinhood Markets, Inc.

By accessing this website, you agree to the TradePMR’s Internet Privacy and the Use of Cookies. Please see Privacy Policy for the TradePMR’s Internet Privacy and the Use of Cookies.