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.
Source: investmentnews.com
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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.
Source: wealthmanagement.com
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.
Source: investmentnews.com
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.
Source: investmentnews.com
A Quarter of RIAs May Add a New Custodian in Next Year
RIAs are more likely to add a new custodial relationship than unwind an existing one, according to a new Cerulli report.
Source: wealthmanagement.com