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The custodial space is notoriously difficult to break into, but Betterment wasn’t afraid to take the leap. While larger custodians are locked in a battle for scale, Betterment saw an opportunity to better serve smaller RIAs by helping them leverage the platform to support their growth and operational efficiency.
In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Thomas Moore, head of Betterment for Advisors, about why custodial competition is reshaping wealth management.
Shannon and Thomas also discuss:
- Trends in the robo-advisory space
- Where advisors can find growth
- Betterment’s approach to AI
- What’s on the roadmap for Betterment
Connect with Shannon Rosic:
Connect with Thomas Moore:
About Our Guest:
Thomas Moore has spent his career working with top wealth management firms across the country. He is passionate about helping financial advisors to find the best possible solutions for their clients and businesses. Prior to this role, he held lead sales roles for Affiliated Managers Group, SEI and The Vanguard Group.