BLOG

What does Service Mean to you and your Business?

What does Service Mean to you and your Business?

We’ve all seen the recent headlines about declining service to advisors. You may even be facing issues yourself. Imagine: a custodian takes its business in a new direction, and suddenly, simple service requests that once took 24 hours now take weeks to resolve. The knowledgeable service...

read more
Blurring Lines: Is your Custodian Competing for your Clients?

Blurring Lines: Is your Custodian Competing for your Clients?

You broke away for a reason. You wanted to control your own destiny, build your own brand and provide a superior client experience, without bureaucracy getting in the way. To you, independence meant seeing your own name on the door. You’d take the wins and losses, and your growth would be limited...

read more
Is this what Freedom is Supposed to Feel Like?

Is this what Freedom is Supposed to Feel Like?

As industry consolidation narrows options, small and medium-sized independent RIAs who custody with the Big 4 custodians are starting to feel like their futures are in lockdown. Here’s why—and how—advisors should break free. If you’re an independent advisor, you may be starting to wonder how much...

read more