Behind the Curtain Finance

The Future of Custodianship: Transparency, Technology, and Trust (Ep. 10)

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What if the very institutions holding your money were competing against you?

In this episode of Behind the Curtain Finance, Thomas Manetta pulls back the curtain on the hidden conflicts of traditional Wall Street custodians and how a new era of transparency and technology is reshaping the way advisors and clients interact with their money.

Thomas discusses:

  • The history of custodianship, from banks in the Gilded Age to today’s RIAs
  • Why discount brokerages like Schwab and Fidelity disrupted the status quo
  • How independent custodians, such as Altruist, are removing conflicts of interest
  • The role of AI in transforming how clients and advisors see their financial lives
  • Why younger advisors are demanding independence and ownership in their careers
  • And more!

    • Resources:

    • Subscribe to Behind The Curtain Finance on YouTube

      • Connect with Thomas Manetta: 

      • (415) 640-2121
      • LinkedIn: Thomas Manetta
      • Manetta Wealth 
      • [email protected] 
        • ...more
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        Behind the Curtain FinanceBy Thomas Manetta