Tony and Shannon Rosic at Ascent

What Does the Custodian of the Future Look Like?

According to Tony Stich, CRO of Entrustody, the firm was born out of the belief that advisors and their clients deserve better. Tony explains why the digital-first platform is driven by the desire to improve the custodial experience.
Read more at Wealthmanagement.com

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Men smoking cigars in a lounge.

Have you read my latest article on RIA Reflections?

Who walks in next? A hippie from Colorado. He’s like, “Hey, man, do you mind if I join, too?” I’m thinking to myself, what is going on here? A Catholic priest, a born-again Baptist minister, a hippie from Colorado, and a businessman? It sounds like the start of a bad joke, but I move over, and he sits down next to me.

As above suggests, not once do I mention wealth management, financial advice, growth, or even marketing. Make sure to take a peak at my thoughts on the lost art of disagreement.

Read more at RIA Reflections!