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:
