TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), will host Synergy23 in Tampa, FL, May 31-June 2 where Financial Advisor attendees will experience 3 days of valuable insights and information designed to accelerate their firm’s growth.
The diverse conference agenda offers sessions from TradePMR team members, growth-minded RIAs, industry vendors, and recognized keynote speakers.
On June 1st, Scott Victoria, TradePMR’s COO will host “Understanding Cybersecurity and Mitigating Risk” and share the stage with Cybersecurity Expert Brian Edelman, Joel Bruckenstein of Technology Tools for Today and John O’Connell of the Oasis Group.
Attendees will learn about evolving cybersecurity regulations and increased fiduciary responsibilities as well as gain awareness about growing cyber risks and steps to take to protect private data. The 1-hr presentation will earn CE credit, promote cybersecurity awareness, and help RIAs to develop a strong position to meet the anticipated SEC Rule changes.
Read the TradePMR Press Release: TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline fee-only investment advisors’ operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com