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The Robinhood Advisor Network: Robb Baldwin & Steve Quirk on Progress Coming for RIAs

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The Robinhood Advisor Network: Robb Baldwin & Steve Quirk on Progress Coming for RIAs

12 просмотров · 4 дня назад
TradePMR
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12 просмотров · 4 дня назад
The Robinhood Advisor Network is here. TradePMR by Robinhood General Manager Robb Baldwin and Robinhood Chief Brokerage Officer Steve Quirk join the #SynergizePodcast to discuss building a referral network for the next generation and how this new tool could empower advisors to thrive during the Great Wealth Transfer. 🎧 Listen and subscribe to    / @tradepmr   #TradePMRbyRobinhood #FinancialAdvisor #Robinhood #SarahPinto #RobinhoodVentures #SynergizePodcast OUTRO: If you want to join the conversation or connect with us, please visit us at synergizepodcast.com. This content is provided for general information purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of TradePMR or its affiliates. TradePMR and its affiliates do not endorse any guest speakers or their companies and therefore give no assurances as to the quality of their products and services. This channel is not monitored by TradePMR. TradePMR does not provide investment advice, tax advice or legal advice. TradePMR is a member of FINRA and SIPC. TradePMR, Inc. is registered with the Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB). TradePMR provides brokerage and account services to registered investment advisors. 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. Copyright 2026. TradePMR, Inc. TradePMR, Inc. is a subsidiary of Robinhood Markets, Inc. As a reminder, today's podcast will contain forward-looking statements. Actual results could differ materially from our expectations. Except as required by law, we assume no obligation to update any of the statements in this podcast whether as a result of any new information, future events, changed circumstances, or otherwise. Potential risk factors that could cause differences including regulatory developments that we continue to monitor are described in our SEC filing. ADDITIONAL DISCLOSURES (added to the screen but not spoken) Referral services offered by Robinhood Asset Management, LLC ("Robinhood Advisor Network"), an SEC-registered investment advisor. The Robinhood Advisor Network is a referral service for customers of Robinhood who seek to be connected with independent, third-party investment advisory firms and their individual advisors. Robinhood Cortex for Advisor features use generative artificial intelligence and are provided for informational purposes only. They shouldn’t be viewed as research or a recommendaation to buy, sell, or hold a security or asset. IPO investments involve significant risks and may not be suitable for all investors. Securities products and services are offered through Trade-PMR, Inc., member FINRA/SIPC. Banking and lending products are offered through Wells Fargo Bank, N.A. and/or Wells Fargo Clearing Services, LLC (also known as First Clearing), Member FINRA/SIPC. TradePMR, Inc. is not a bank and is not a lender.