Chief Strategy + Revenue Officer at Altruist, Pete Dorsey, in this episode gives us the 411 on why he made the unconventional move from TD Ameritrade to Altruist and what he believes the future of the custody space is.

Pete shares his new skool approach on creating a digital-first, human and inclusive platform for the advisor of today to better serve their clients.

LinkedIn:  https://www.linkedin.com/in/pete-dorsey-3b10a73/

Website: https://altruist.com/

Twitter: https://twitter.com/pjdorsey?lang=en

Mentioned in this episode: 

Schwab <> TD Acquistion:  https://www.businesswire.com/news/home/20201006005590/en/Schwab-Completes-Acquisition-of-TD-Ameritrade