by [email protected] | Apr 30, 2020 | RIA
We’re proud to talk about service being one of the pillars we offer our correspondent firms and advisors. While it’s easy to talk about service as a value, it’s not always easy to quantify what great service is, or really provide clarity to what that means. Service...
by [email protected] | Apr 15, 2020 | RIA
Few things bring as much change to an RIA firm as a new custodian. Switching custodians is a necessary step advisors sometimes take in order to get better service and support for their business and clients. Despite the benefits, however, most advisors agree that the...
by [email protected] | Mar 23, 2020 | RIA, Uncategorized
First, I hope this message finds you, your team and your family safe and well. There is a lot of uncertainty and we want to offer you reassurance in our ability to support you as your partner in clearing and custody. As the spread of COVID-19 disrupts global markets...
by [email protected] | Mar 11, 2020 | RIA, Uncategorized
Every RIA hopes to find a custodian that is a good match for their business and clients. But how can you tell if a custodian is a good fit before you’ve committed to the partnership? Obviously, a custodian needs to offer products that align with your clients’ accounts...
by [email protected] | Feb 27, 2020 | RIA
As a Registered Investment Advisor (RIA), you don’t just manage money. You also manage relationships. Fostering positive relationships requires an understanding of clients’ needs and goals. For many clients, those needs are evolving — and RIAs need to adapt...
by [email protected] | Jan 2, 2020 | RIA
When it comes to deciding which custodian is right for your RIA, some of the criteria are obvious. Surely you will want to find a custodian that provides the services, products and reporting your clients desire. You’ll need a custodian with innovative technology...
