Password: Blue Moon
The last several months have ripped conventional wisdom about advisor technology apart. Never before has so much changed in the business of advice and how RIAs need to respond through their technology strategy to maintain a profitable and sustainable business.
During these times of social distancing, declining revenues, and custodians changing hands, merging or going out of business, join us for an insightful discussion with industry technology leaders to learn how top advisors are responding.
Many top firms are putting aside costly, inefficient approaches that focused on managing and integrating multiple applications, to embrace unified-technology thinking to not only survive, but thrive during these interesting times.
Topics discussed will include:
• The issues wreaking havoc on the industry: market volatility and custodian consolidation
• How to combat the issues affecting RIAs directly
• Ways you can solve the technology puzzle and regain profitability
Michael Gast - Institutional Sales Executive, Interactive Brokers
Tim Welsh - President, Nexus Strategy, LLC
Yang Xu - CEO, TradingFront