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Despite issues with Schwab, advisors from TD stay put

Schwab's much-anticipated transition for independent advisors from TD Ameritrade's custodial system reportedly went off without a hitch.

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Revamped custodian Innovayte eyes smaller RIAs

Revamped custodian Innovayte eyes smaller RIAs
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Ex-Hightower Exec Launches Custody And Clearing Company Innovayte

Innovayte will seek to work with “entrepreneurial” independent RIAs and broker/dealers.

Equity advisor solutionsBrokerage servicesEquity trust companyAxos clearingAdvisor solutions

Another new custodian enters the RIA market

There's another entrant to the RIA custody marked, a firm with decades of experience as a custodian of self-directed IRAs, called Innovayte.

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The latest in financial #AdvisorTech — April 2023

The April edition of the latest in financial #AdvisorTech kicks off with the news that RIA custodial platform Altruist has purchased SSG.

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