In a rapidly evolving digital landscape, financial advisors can't afford to be left behind. Cutting-edge technology – from AI-driven portfolio management to innovative trading tools – has the potential to redefine the advisory space, enhancing the client experience while streamlining operations.
Join industry experts Brad Roth, CIO of THOR Financial Technologies, Kyle Wiggs, CEO of UX Wealth, and Billy Kropp, Head of Trading at UX Wealth, as they delve into the transformative power of the hub and spoke model, using best-in-class digital platforms, and the future of portfolio management.
Key Takeaways:
- Advanced Portfolio Management: Discover how AI and computer-driven models are challenging traditional techniques, offering potentially better risk-adjusted results.
- Efficient Operations: Learn about the revolutionary trading technologies offering speed, best execution, and the ability to handle complex strategies without overwhelming an advisor's practice.
- Optimized Advisor-Client Dynamics: Gain insights on how leveraging top-tier technology tools can free advisors to invest more quality time with clients, fostering deeper relationships and trust.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Brad Roth
Founder and CIO, THOR Financial Technologies
Billy Kropp
Head of Trading, UX Wealth
Kyle Wiggs
CEO, UX Wealth
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