The announcement of a Schwab / TD Ameritrade deal last month spurred a debate on the pros and cons of RIAs having a single custodian for their clients’ assets. Principal Brian Pirri weighs in on the cybersecurity benefits of a successful integration in Financial Advisor IQ.
Read the full article here.
Founded by Nick Giacoumakis in 1995, our mission is to help our clients pursue financial independence by providing unbiased, objective guidance.
Join our mailing list to receive the latest news and insights from our team.