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.
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Anthony Stich Departs MarketCounsel, Joins $5B RIA Moran Wealth Management

One year after joining MarketCounsel, the business and regulatory compliance consultancy to independent advisors, Anthony Stich has moved to Moran Wealth Management, a Naples, Fla.-based registered investment advisor with more than $5 billion in assets under management.

Stich, who was executive managing director at MarketCounsel, will serve as Moran’s chief marketing officer, overseeing the expansion of its digital marketing efforts and reach across new platforms and audiences, according to a statement. He connected with Moran via MarketCounsel, which has the RIA as a client.