We'll dig into:
Responding to industry shifts: What is the role of an RIA custodian today, who are the key players, and what are the implications of not switching.
Finding a new custodial partner: How to evaluate alternative providers and make a decision that aligns with your service model, growth stage, and offerings.
Navigating transitions: Mistakes to avoid, strategies for improving onboarding, and how leveraging automation—like tax-smart transition technology—can help optimize a change for you and your clients.
Details: Tuesday, August 1 at 1pm ET
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Mike Reust
President of Betterment
Mike Reust is an experienced executive with a passion for building and delivering products to help improve people’s lives. As the President at Betterment, Mike oversees a broad organization building, operating, and servicing an expansive product suite that helps clients wrangle the complexity of the American financial system to achieve better outcomes.
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Tom Moore
Head of Betterment for Advisors
Thomas Moore leads the Betterment for Advisors team, working with wealth management firms across the country to implement streamlined technology and low cost investment solutions. Prior to this role, he spent his career working with financial advisors as a business development lead for firms such as Vanguard and Affiliated Managers Group. Thomas graduated from University of Oregon with a degree in Finance and lives in Brooklyn, NY.
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Devon Klumb CFP®, BFA™
Strategic Sales Manager at Betterment for Advisors
Devon Klumb works with advisors to implement the Betterment for Advisors platform in their practices. Before joining the Betterment team, Devon served clients as a Certified Financial Planner™ at an $80 million RIA that he co-founded and scaled before selling to a larger firm. Devon is dedicated to helping advisors scale their businesses and serve their clients better. He currently lives in Cincinnati, OH.
