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Keeping Up With the Changing Custody LandscapeKeeping Up With the Changing Custody Landscape
Chris Hiestand discusses shifting RIA custody dynamics and advisor preferences.
WealthManagement.com Staff
October 27, 2023
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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.