Technology has allowed everyday people to invest on their own, but a strictly DIY approach may only get them so far. A Cerulli study highlighting the desire for human advice found that more than half of self-directed investors value the ability to speak with a person about their account, yet only 39% of these investors have tapped into this opportunity.1 A critical step in addressing this gap is identifying what approach makes sense for an individual at a particular point in their life, according to Steve Quirk, Chief Brokerage Officer at Robinhood Markets, Inc., a tech-forward platform for self-directed investors and TradePMR’s new parent company. In this episode of the Synergizepodcast, Quirk joins hosts Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, to explore the emerging trend of self-directed investors seeking advice and how RIAs may want to tap into this new market. Listen as they explore: ·What the traditional industry may be getting wrong about self-directed investors and how they want to be served Parallels they see between the evolution of the RIA business and Robinhood’s focus on providing greater access to investing ·What Robinhood and TradePMR coming together may offer the RIAs TradePMR serves Subscribe now, and connect with us on social media: YouTube LinkedIn Facebook Get the transcript for this episode, with sources, at https://synergizepodcast.com/. About Steve Quirk Steve Quirk is Chief Brokerage Officer at Robinhood Markets. Prior to joining Robinhood, Steve oversaw the strategy and deployment of initiatives for Trading at TD Ameritrade. He also served as a member of the company’s Senior Operating Committee, which shaped the strategic focus of the organization. Steve focused on teaching the next generation of investors and championed the creation of the TD Ameritrade U program to bridge the gap between academia and reality. Prior to his role at TD Ameritrade, Steve was responsible for the development of new trading tools and technology enhancements for the thinkorswim, Inc. trading platform. Steve holds a BBA in Risk/Insurance and Marketing from the University of Wisconsin. He also holds FINRA Series 4, 7, and 24 licenses and is an active Board Member of Cara Collective. Trade-PMR, Inc. is a subsidiary of Robinhood Markets, Inc. More About Steve: LinkedIn: https://www.linkedin.com/in/steve-quirk-56148a22/ Website: https://investors.robinhood.com/management/steve-quirk 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 2025. TradePMR, Inc. For a transcript of this episode with sources, visit synergizepodcast.com. 1 Self-Directed Investors Value Human Advice But Are Slow to Act, Cerulli Associates, Published Oct. 30, 2024.
