Q53 - How To Choose A Custodian For Your RIA?

Transition To RIA Podcast · Nov 22, 2021 · 24m

There are more variables involved in choosing a custodial partner than most people realize.

In the latest episode of my RIA explanatory series, I address 11 different variables you will want to consider before making such a decision.

Some of the variables are table stakes, that you should expect from any potential custodial partner.

Other variables are what differentiate one custodian's value proposition from another.

Ultimately, each advisor situation is unique. What might be a good custodial solution for one advisor, might be opposite for another.

Come take a listen and learn more!

About…