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.
- Maximize portfolio performance through AI-driven management
- Optimize trading efficiency with cutting-edge technology
- Strengthen advisor-client relationships by leveraging top-tier technology tools
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