Joot Interview Series - Episode 3

Welcome back to the conclusion of our interview between Bo Howell and Cynthia Custer.  

(You can hear Part One or Part Two here.)

In Part 3 (about 10 minutes), we dive deeper into issues related to share class selection and talk about:

  • Best execution factors that go beyond price. 
  • Third-party money managers: Who’s responsible for best execution?
  • How Joot digitizes compliance for RIAs. 
  • Why the future of compliance is digital and how SEC-registered RIAs can prepare for it.

Listen here:

 

Recent Posts

Topics

See all