How RIAs Can Cope With the 3 Wrecking Balls of Disruption

Overview

 

ON DEMAND ONLY

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The last several months have ripped conventional wisdom apart. Never before has so much changed in the business of advice and how RIAs need to respond. This includes how you use technology to maintain a profitable and sustainable business. Many top firms are putting aside costly, inefficient approaches to embrace unified thinking that will help them not only survive, but thrive in volatile times.

Join this complimentary webcast to learn how you can address the “3 Wrecking Balls of Disruption” and keep them from permanently damaging your firm. Topics discussed will include:

  • The issues wreaking havoc on the industry: market volatility, custodian consolidation, and the pandemic
  • How to combat the issues affecting RIAs directly
  • Ways you can solve the technology puzzle and regain profitability

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)

Speakers:

Tim Welsh | President & Founder | Nexus Strategy

Tim is President and Founder of Nexus Strategy, LLC, a consulting firm to the wealth management industry. Nexus Strategy works with investment advisors on growth strategies and partners with financial services and technology firms to distribute products and services through the advisor channel. Prior to founding Nexus Strategy, Tim held leadership positions for Schwab Advisor Services and Merrill Lynch. Tim holds the Certified Financial Planner, CFP® designation and is an active member of the Financial Planning Association (FPA), serving in a leadership role on a number of task forces, committees and as a past elected member of the National Board of Directors.

Yang Xu | CEO | Trading Front

Yang is the CEO of TradingFront. TradingFront is a white-label, customizable technology platform built expressly for RIAs. TradingFront is part of UP Fintech Holding Limited (NASDAQ: TIGR), an international broker-dealer group and backed by investors such as Jim Rogers, Interactive Brokers, and others.

Yang has over 10 years of hands-on experience in factor investing, ETF operations, and fin-tech. He was a Managing Member of Alpha Architect, where he co-managed the $700MM+ assets consisting of ETFs, stocks, and futures in both U.S. and EAFE markets. Besides his business activities, Yang is a seasoned speaker for many fin-tech and investment-related conferences, and he gives seminars about fin-tech innovations to various financial institutions.