Joot Interview Series - Episode 5

Nov 19, 2019 11:30:00 AM

Welcome back to our second Joot interview.  We’re excited to continue delivering helpful content and thought leadership to you. This week’s edition is Part 2 of 2 (about 15 minutes).  You can listen to Part 1 here. In this episode, Bo Howell, CEO of Joot, speaks with Mark Baltimore , Co-CEO of Global Rhino.  They discuss trends in distribution and what asset managers should expect over the next fi...

Joot Interview Series - Episode 4

Nov 12, 2019 12:00:00 PM

Welcome to our second Joot interview.  We’re excited to continue delivering helpful content and thought leadership to you. This week’s edition is Part 1 of 2 (about 15 minutes). In it Bo Howell, CEO of Joot, speaks with Mark Baltimore , Co-CEO of Global Rhino , about why distribution is so hard to get right, why distribution is not just sales, and the steps that asset managers should take when dev...

Joot Interview Series - Episode 3

Oct 8, 2019 11:15:00 AM

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 fut...

Joot Interview Series - Episode 2

Oct 1, 2019 11:15:00 AM

Welcome back to part 2 of our interview between Bo Howell and Cynthia Custer.   (if you missed part one, listen here.) In Part 2 (about 15 minutes), which we’ll post next week, we talk about: Why Cynthia and her firm, Advisory Compliance Solutions, joined the Joot family.  how technology can make SEC compliance easier, improve compliance oversight, and reduce operational costs. Recent trends in SE...

Joot Interview Series - Episode 1.

Sep 24, 2019 11:30:00 AM

Hello, Joot community! Welcome to our first Joot interview.  We’re excited to continue delivering helpful content and thought leadership to you. We had fun recording the interview, and once we've done a few more this may become a podcast.  We hope that you’ll find it helpful.  This week’s edition is Part 1 of 3 (about 15 minutes). In it Bo Howell, CEO of Joot, speaks with Cynthia Custer, Director ...