In this episode, David Armstrong, editor in 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 the 2020 WealthManagement Industry Awards in the categories of Client Onboarding Module and Client Portal Module. Yang has also been recognized as one of the “Ten to Watch for 2021” by WealthManagement.com.
Illustration by Kirsten Ulve
In this episode, you’ll learn:
- How the idea came about for the creation of TradingFront;
- What exactly does TradingFront do for RIAs;
- 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.
Listen to the Wealthies Circle podcast
0 comments
Hide comments
