Description
In Episode 19, we welcome Kyle Wiggs, the founder and CEO of UX Wealth Partners, a platform known for its utilization of Artificial Intelligence and Machine Learning in investment technologies. This episode provides insights into the services and technologies offered by UX Wealth Partners to Registered Investment Advisors (RIAs).
We explore how UX Wealth Partners employs its technology to offer solutions that go beyond traditional asset management platforms, providing tools and resources aimed at improving operational efficiency, client engagement, and business growth for financial advisors.
Join us as we discuss the current landscape of investment technologies, share insights on model portfolio best practices, and consider the circumstances under which a model provider might launch an ETF. For more information about UX Wealth Partners and their offerings, visit uxwp.com.
In a recent episode of “Behind the Ticker,” Raymond Holst from Practus LLP discussed the intricacies of 351 exchanges and their relevance to the ETF industry. Holst, a tax attorney with over 20 years of experience, joined Practus in 2023, bringing extensive expertise in financial products and...
Published 11/24/24
In a recent episode of “Behind the Ticker,” Garrett Stevens and Rich Malinowski from Exchange Traded Concepts (ETC) discussed the firm’s unique position as the first white-label ETF issuer and its role in supporting clients from concept to launch. ETC, which has been operating for 13 years, has...
Published 11/17/24