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Choosing a Custodian  |  Financial Advisors  |  Investment Advisors  |  Wealth Management

Tech stack decisions for independent advisors: Choosing a custodian

If you’re launching an RIA and your clients will be buying and selling assets based on your advice, you’re going to need a custodian.

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Choosing a Custodian  |  Craig Iskowitz  |  Financial Advisors  |  Investment Advisors  |  Joel Bruckenstein  |  Wealth Management  |  Wealth Management Technology

10 questions to ask before choosing a custodial relationship

Choosing a custodian relationship is one of, if not THE single most important decision any newly registered investment advisor must make.

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