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USA-GA-ZEBULON Azienda Directories
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Azienda News:
- How Smaller Custodians Might Gain Market Share - fa-mag. com
While the dominant RIA custodians might not lose significant market share anytime soon, smaller rivals like Interactive Brokers, TradePMR, Altruist and Goldman Sachs Advisor Solutions could
- Comparing Small RIA Custodians Beyond Schwab And Fidelity
As you read this article, I invite you to browse through the profiles of alternative RIA custodial platforms, looking for a cultural fit, more advanced technology, or a platform that will give a firm of your size the same service levels that the profession’s largest custodian often only reserves for its largest RIA relationships
- How Custodians Retain Advisors and Attract New Firms
Custodians compete over advisors who manage the approximately $46 trillion in invested assets in the United States But not all custodians are the same Some smaller custodians target niche advisory firms, usually dealing with high-net worth clients with unique interests or investing preferences
- The Future Of Third-Party Custody Solutions
Whereas larger RIAs often enjoy more support from custodians, smaller RIAs may find themselves navigating changes on their own as they struggle to uncover and utilize new tools, which is why custodians should prioritize enhancing support options, he argues
- Small custodians compete for advisers with niche needs
“The smaller custodians fill in niches and gaps in the landscape that aren't served well by the large players,” said Michael Kitces, a partner at Pinnacle Advisory Group, which custodies its
- Comparing Alternative RIA Custodians: The List To Consider . . .
In this guest post, industry commentator Bob Veres explores the range of considerations for firms thinking about moving on from “Schwabitrade” or from their current custodian, offering profiles of seven alternative platforms and reviews from advisors currently using them
- How to Choose a Custodian as a Small and Independent RIA
A larger custodian may have more support staff available to address help requests, but there may also be more demand for those services A smaller custodian, meanwhile, may have a smaller support staff but be able to offer a more personalized experience
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