Minisode - Are You Using the Right Custodian?

With so much change in the RIA custody space and more options than ever to choose from, this is a good time to rethink the core pieces of your business. It is time to be proactive and weigh your options in light of the changes across the custodial industry. Doing nothing and staying put at your current custody provider might be the best strategy. But we are here to learn how to perform due diligence on different options.