Cerulli says smaller custodians can add more RIA assets
The current share of 84% of the industry's holdings at Charles Schwab, Fidelity, Pershing and LPL may not stay so big forever, according to Cerulli Associates.
Source: financial-planning.com
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The current share of 84% of the industry's holdings at Charles Schwab, Fidelity, Pershing and LPL may not stay so big forever, according to Cerulli Associates.