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The custody space is notoriously difficult to break into, but Betterment wasn't afraid to take the plunge. While larger custodians are locked in a battle for scale, Betterment saw an opportunity to better serve smaller RIAs by helping them use the platform to support their growth and operational efficiency.

In this episode, Shannon Rosic, WealthStack's director of content and solutions, talks with Thomas Moore, head of Betterment for Advisors, about why the custody competition is reshaping wealth management.

Shannon and Thomas also discuss:

• Trends in the robo-advisory space
• Where advisors can find growth
• Betterment's approach to AI
• What's on the Roadmap for Betterment

Connect with Shannon Rosic:

Connect with Thomas Moore:

About our guest:

Thomas Moore has spent his career working with leading wealth management firms across the country. He is passionate about helping financial advisors find the best possible solutions for their clients and businesses. Prior to this role, he held senior sales roles for Affiliated Managers Group, SEI and The Vanguard Group.