Joot Interview Series: Episode 3

Joot Interview Series: Episode 3
10/08/2019

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

(You can hear Part One and 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: