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It’s a big decision, and getting it right the first time around can avoid a lot of headaches, experts say.September 25
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Three out of the top four RIA custodians compete directly with their RIA clients through their networks of branch offices and call centers.September 16
Chief Investment OfficerMomentum Advisors
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The firm’s National Financial Services allegedly failed to deliver certain basic information to clients in five public offerings of shares in a fuel cell technology company.September 8
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The custodian’s NetX360 desktop now supports biometric authentication.September 2
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The custodian has restructured the way it services RIAs and plans to scale.August 28
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New digital integrations with CAIS and iCapital make it easier for independent advisors to access private equity and hedge funds.August 26
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The company’s new self-guided tool will generate a plan for clients in as little as 15 minutes.August 21
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The regulator charged a $1.4 billion hybrid firm over disclosure of its cash sweep arrangements with its clearing firm.August 18
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We need to let go of the idea that everyone should own and trade stocks. Some people are emotionally unfit to do so.August 14
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As consolidation reshapes the market, the custodian sees an opportunity to attract tech-forward and multi-custodial firms.August 13
