23 min

Episode 15: Interview with Trust Company of America CEO Josh Pace RIAcast

    • Business

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 * Josh's non-profit Bicycles for Humanity

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 * Josh's non-profit Bicycles for Humanity

23 min

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