88 min listen
Ep 144: The Past, Present, And Future Evolution Of The RIA Custody Model with Tom Bradley
Ep 144: The Past, Present, And Future Evolution Of The RIA Custody Model with Tom Bradley
ratings:
Length:
118 minutes
Released:
Oct 1, 2019
Format:
Podcast episode
Description
Tom Bradley is the former president of TD Ameritrade Institutional, one of the leading RIA custodial platforms serving nearly 7,000 independent RIAs with almost $600 billion of assets held in custody. For over 25 years, Tom was a part of the growth of financial advisors operating as independent RIAs on a custodial platform. Today he joins the show to discuss the evolution of the RIA custody model and how technology has affected the business. Listen in as we talk in depth about how TD Ameritrade uses the Veo open-access platform, as well as the surprising ways that RIA custodians generate their revenue from advisors and their clients. You’ll hear Tom’s views on why the RIA custodial options for how cash is invested has become such a hot topic and his predictions for the future of the RIA custodial business. For show notes and more visit: https://www.kitces.com/144
Released:
Oct 1, 2019
Format:
Podcast episode
Titles in the series (100)
Ep 001: Entrepreneurial Persistence And Building a $200M AUM Practice with Rick Kahler: In this first episode, I have a conversation with Rick Kahler, a financial planner in Rapid City, South Dakota who built his own practice to a stable of 100 clients and $200M in assets under management. by Financial Advisor Success