Small custodians compete for advisers with niche needs
Submitted by cbramlett on Fri, 03/10/2017 - 09:49
Though dwarfed in size by their bigger competitors, small custodians serve thousands of loyal RIA clients.
by Jeff Benjamin, InvestmentNews
When Tiem Sobolewski started shopping for a custodian for his $100-million asset advisory firm, The Financial Planning Center in Amherst, N.Y., he knew what he didn't want: an experience "that felt like I was calling into a cable company."
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