The pivotal decision: Choosing your custodianThe pivotal decision: Choosing your custodian
Ready to take the first step toward becoming an investment advisor at an independent RIA firm? Open the door to independence with the right custodian by your side.
May 12, 2020
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Sponsored by Schwab Advisor Services
Sponsored by Schwab Advisor Services™
There’s no denying that the Registered Investment Advisor (RIA) model brings more freedom and control to those who pursue it. But did you know that choosing the right custodian can make an even greater impact on your future? Schwab Advisor Services™ goes far beyond the basics, with in-depth assistance to help you choose the business model and solutions that are best for you – and continues to support you for the long haul.
Our white paper can help you decide what’s important to consider when choosing a custodian. We’ll go over various topics, including:
• Four essential steps to success
• Different services a custodian can offer
• The value of a benchmark study
Download this white paper to see how the right custodian can impact your business.
