Are you big enough for the custodians?
Jessica Mathews | Financial Planning, April 2019
Read the article online >Summary: Independent advisors rely on custodians for technology, products and support. But RIAs with low AUM don’t always have access to them. Where should these firms turn? Seek out smaller custodians. Check out TAMPs. Or plead your case to the big guys, industry insiders say.
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