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; and
- Josh’s non-profit Bicycles for Humanity.
For more information about TCA, please click here.