So excited and proud of our CEO, Yang Xu – for being selected in the https://t.co/cAhH4k5VpY Ten to Watch 2021 list #TentoWatch21. Congratulations to Yang and the other 9 selected. https://t.co/OUjTsZiun2 #rias#WealthTech
Thrilled to be featured as guest contributor by @MichaelKitces with our in-depth article on how (but usually not whether) clients are paying for "free" trading. How "Free" RIA Custodians Make It Difficult To Determine Which Is Actually The Most Expensive https://t.co/TKyqbxLtL4
Dissatisfied with your current RIA platform? Worried about what these mergers mean to your business and how it will affect your processes and clients? https://t.co/j8SeSCsOnx
Great interview about @tradingfront with our CEO Yang Xu @WangDangYang and @djamesarmstrong editor in chief at https://t.co/cAhH4k5VpY. Thank you so much David and WealthManagement.
Listen to David Armstrong talk with @tradingfront CEO @WangDangYang about what the white-label robo advisor can do for RIAs in the latest Wealthies Circle Podcast.
#wealthies
https://t.co/DWmckrdMXm
The winners for the Wealth Management 2020 Industry Awards were announced during a live broadcast from NYC on Sept. 10. This year, 72 awards were presented to 61 companies chosen from a pool of 155 finalists. #WMIA20#Wealthies
See the 2020 Winners: https://t.co/Fg12yb7HnS
Great article and we agree. Tech spend and budgets during this volatile time are key - especially for RIAs that are breaking away. We have your back and support you with low cost, easy to use tools with a full tech stack to get you up and running fast. https://t.co/7VQtEZPMtO
The prevalence of remote work as a result of the coronavirus has financial advisors and firms looking at the tech budgets in ways they haven't before.
https://t.co/TYw3Wo08e5
This starts at 4PM EST today. We are honored to be a finalist in the Tech Partners: Client Onboarding and Client Portal categories. #WMIA20 Register to watch today!
How many best-in-breed companies are you working with? Find out by watching the 2020 #Wealthies Awards on 9/10. This fast-paced virtual event will be the financial industry’s most entertaining awards program of the year!
#WMIA20
Register to watch: https://t.co/vI7Rp21hKB
So excited and proud of our CEO, Yang Xu – for being selected in the https://t.co/cAhH4k5VpY Ten to Watch 2021 list #TentoWatch21. Congratulations to Yang and the other 9 selected. https://t.co/OUjTsZiun2 #rias#WealthTech
Advisors must upgrade their digital client experience, onboarding and mobile technology – to meet client expectations. Take a free trial to see how we can exceed expectations.
Volatile Times Mean Opportunities for RIAs. See How to Win with TradingFront’s All-In-One Advisor Platform in our Webinar on Thursday, Aug. 13th @ 1:30 PM (EST). Sign up today. https://t.co/HKS49stmPT
Still time to sign up for our webinar – The New RIA Imperative: Getting to Know Your New Custodian in Times of Uncertainty with special guests Michael Gast of Interactive Brokers and Tim Welsh of Nexus Strategy. Thursday, July 30 at 1:30 PM (EST) https://t.co/RNQqYuoIJQ
How RIAs Can Avoid the 3 Wrecking Balls of Disruption: Volatility, Pandemic and Custodian Consolidation: @tradingfront + @ThinkAdvisor Webinar Invitation. Tuesday July 21, 2PM EST. Sign up today@
https://t.co/6G72Gz3Epi
#RIAs#WealthManagement#WealthAdvisors