The WealthStack Podcast: Thomas Moore on Custodian Competitors

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The custodial house is notoriously tough to interrupt into, however Betterment wasn’t afraid to take the leap. Whereas bigger custodians are locked in a battle for scale, Betterment noticed a possibility to raised serve smaller RIAs by serving to them leverage the platform to assist their progress and operational effectivity.

On this episode, Shannon Rosic, director of WealthStack content material and options, speaks with Thomas Moore, head of Betterment for Advisors, about why custodial competitors is reshaping wealth administration. 

Shannon and Thomas additionally focus on:

• Tendencies within the robo-advisory house
• The place advisors can discover progress  
• Betterment’s method to AI
• What’s on the roadmap for Betterment 

Join with Shannon Rosic:

Join with Thomas Moore:

About Our Visitor:

Thomas Moore has spent his profession working with high wealth administration companies throughout the nation. He’s captivated with serving to monetary advisors to seek out the absolute best options for his or her shoppers and companies. Previous to this function, he held lead gross sales roles for Affiliated Managers Group, SEI and The Vanguard Group.