Latest / Transition To RIA Podcast
Q22 - Does My Custodian Send Account Statements To My Clients?
Episode #22: This episode is from video #22 of the Transition To RIA video series where I answer RIA related questions I get from advisors just like you. On today's episode I explain whether or not (and how) a custodian will send account statements directly to your clients.
About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has nearly 20 years of industry experience, including direct RIA related…
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