Jul '23 in AdvisorTech
Custodians! How's yours?
A very important part of the tech stack we haven't talked about too much yet! So much of RIA ops has to do with the custodian.
What's your main custodian? Are you content with it? Considering a switch?
Altruist
Schwab/TD
Pershing
Fidelity
Other - please comment
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34 comments
Custodians! How's yours?
skool.com/ria-os
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