Keeping Up With the Changing Custody Landscape
It has been a major year for Altruist, having announced the move to self-clearing back in March, followed by the acquisition of SSG in quick succession. Chris Hiestand, VP of Marketing for Altruist explains how the landscape of RIA custody is changing, and what some of the biggest things advisors are looking for right now when it comes to who they’re custodying with.
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Originally posted on: https://www.wealthmanagement.com/business-planning/keeping-changing-custody-landscape