In this episode, David Armstrong, Editor and Chief at Wealthmanagement.com, speaks with Yang Xu, CEO of TradingFront, a white label robo-advisor solution. TradingFront was a finalist in two categories at this year’s Wealthies in the categories of Client Onboarding and Client Portal Technology. Yang has also been recognized as one of the “Ten to Watch for 2021” by wealthmangement.com.
In this episode, you’ll learn:
- How the idea came about for the creation of TradingFront
- What exactly does TradingFront do for RIA’s
- Which type of advisors are ideal clients for TradingFront
- What does TradingFront have in the works for the future
- And more!
Listen now to get insight into how wealth management will be delivered in the future.