Riacast

On RIAcast's 15th episode, we speak with Trust Company of America (TCA) CEO Josh Pace.  TCA is an independent RIA custodian. Josh and Matt discuss, among other things: TCA's consultative approach * its MMX initiative * TCA's use of data to advise its clients * the biggest challenges facing custodians * what the next generation of advisors is going to look like * Josh's non-profit Bicycles for Humanity