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Submission: On March 09 via manual from SG — Scanned from DE
Effective URL: https://www.wealthmanagement.com/practice-management/guide-evaluating-right-custodian-support-your-ria?code=WM_LPLFinancial_01&ut...
Submission: On March 09 via manual from SG — Scanned from DE
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We use cookies to improve your website experience. To learn about our use of cookies and how you can manage your cookie settings, please see our Cookie Policy. By continuing to use the website, you consent to our use of cookies. × /sites/all/themes/penton_subtheme_wealthmanagement/images/logos/footer.png Google Tag Manager Skip navigation Informa Wealth Management is part of the Informa Connect Division of Informa PLC * Informa PLC * About us * Investor relations * Talent This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726. Discover: * News * Investment * Wealth Planning * Practice Management * Real Estate - WMRE * WMTV * More * Trusts & Estates * RIA Edge * RPA Edge * Edge Events * Wealth Management Magazine * WMRE Magazine * Forums * Event Calendar Menu Log In or Register * News * Investment * Individual Wealth * Wealth Planning * Practice Management * Real Estate - WMRE * Technology * RIA Edge * RPA Edge * Research * Webinars & Whitepapers * Podcasts * WMTV * Edge Events * WM Industry Awards * Trusts & Estates * Wealth Management Magazine * WMRE Magazine * Forums * Helping Advisors Manage Wealth * Knowledge is Power * Subscribe: WealthManagement * Subscribe: Trusts & Estate * Subscribe: WMRE Magazine * About Us * Contact * Advertise * Newsletter * Privacy Statement * Terms of Service * Cookie Policy * Ad Choices * Search * Log In * Register * Free Newsletter Sign-up Sponsored Content Practice Management A GUIDE FOR EVALUATING THE RIGHT CUSTODIAN TO SUPPORT YOUR RIA Discover the custodian-comparison tool, designed to ensure you’re finding the right custodian for your RIA. Feb 25, 2022 Save Sponsored by The custody landscape is changing, and it’s making some RIAs consider the value they are getting from their custodian. Use this custodian-comparison tool to see how top custodians stack up against each other to ensure that you’re making the best decision for your RIA firm and for your advisors. Compare the following: * Custodians’ commitments to RIAs with dedicated service and relationship management support * Custodians’ stability and leadership models * And more… Register to download. LPL Financial is a registered investment advisor, and a member FINRA/SIPC. LPL.com Related $1B Salt Lake City Team Joins LPL From Wells Fargo Patrick Donachie February 17, 2022 wealthmanagement.com RIA Edge Podcast: Wealthstream’s Michael Goodman on Building a $1BN RIA Mark Bruno January 18, 2022 wealthmanagement.com RIA Edge Workshop: Brandon Kawal on Why Valuation Levels Have Increased for High-Quality RIA Firms WealthManagement.com Staff February 1, 2022 wealthmanagement.com Indyfin Looking to Become Yelp for Advisors Davis Janowski March 3, 2022 wealthmanagement.com Family Advisory Team From Massachusetts Joins LPL from Cetera Patrick Donachie January 31, 2022 wealthmanagement.com LPL Doubles Recruited Assets in 2021, Nears 20,000 Advisors February 4, 2022 wealthmanagement.com Sponsored 5 Ways to Reduce ESG Reporting Burdens February 18, 2022 wealthmanagement.com What Clients Want from their Real Estate Investment Managers February 24, 2022 wealthmanagement.com The Breakaway Guide to Independence February 10, 2022 wealthmanagement.com Reimagine the 60/40 Portfolio February 22, 2022 wealthmanagement.com Six Reasons To Consider Sage Intacct Over QuickBooks February 23, 2022 wealthmanagement.com How Smart Warehouses Factor into the Future of Industrial Real Estate February 25, 2022 wealthmanagement.com * Contact * Advertise * Legal Notices and Disclaimers * CCPA: Do not sell my personal info * Ad Choices * Sitemap * Content Licensing/Reprints Follow us: © 2022 Informa USA, Inc., All rights reserved * Privacy Policy * Cookie Policy * Terms of Use ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789-_~x Close AddThis