Technology Decisions for RIAs — Key Considerations When Your Custodian Gets Acquired

Date: Tuesday, July 21, 2020

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Trading Front

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


Tim Welsh | President & Founder | Nexus Strategy

Yang Xu CEO | TradingFront

Request Free!

Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.