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