Schwab Extols Merits of Having Single Custodian; Others Poke Holes in that Argument

by NEIRG NEWS | Dec 5, 2019

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.

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