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.
THOR supports forward-thinking advisors who believe data and research is essential in providing their clients differentiated and productive investment advice. THOR Financial Technologies, LLC, in the course of its model portfolio business, does not custody assets or trade client assets. When providing model portfolio services, THOR Financial Technologies provides registered investment advisors with suggested asset allocations and model weightings as it relates to ETF’s, Stocks, Mutual Funds, and Bonds. In such cases, it is the third-party investment advisor's sole discretion to act on the information provided.