The Transition To RIA Podcast was named to the first ever Top Podcasts for Financial Advisors list by Kitces.
Brad Wales, founder of Transition To RIA (TransitionToRIA.com) discusses WHY and HOW to transition your financial advisory practice to the Registered Investment Advisor ("RIA") model. This question/answer style podcast pulls directly from the hundreds of RIA related questions Brad has been asked over the years. With 20+ years industry experience, including direct RIA related roles in compliance, finance and business development, Brad has become the go-to expert for everything financial advisors want to learn and understand about the RIA model. Transition To RIA is completely independent of any one solution, thus Brad is able to provide impartial advice and guidance across all of the possible pathways into the model.
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The Transition To RIA Podcast was named to the first ever Top Podcasts for Financial Advisors list by Kitces.
Brad Wales, founder of Transition To RIA (TransitionToRIA.com) discusses WHY and HOW to transition your financial advisory practice to the Registered Investment Advisor ("RIA") model. This question/answer style podcast pulls directly from the hundreds of RIA related questions Brad has been asked over the years. With 20+ years industry experience, including direct RIA related roles in compliance, finance and business development, Brad has become the go-to expert for everything financial advisors want to learn and understand about the RIA model. Transition To RIA is completely independent of any one solution, thus Brad is able to provide impartial advice and guidance across all of the possible pathways into the model.
Q135 - What Is The Best Custodian To Use With Your RIA?
Transition To RIA Podcast
26 minutes 2 seconds
1 week ago
Q135 - What Is The Best Custodian To Use With Your RIA?
Choosing a custodian to hold your client assets is one of the most important decisions you’ll make when transitioning your practice to the RIA model.While it might at first seem as simple as picking from the “Big 3” (formerly “Big 4”) custodians, the reality is there are close to a dozen custodial providers to potentially choose from.Differentiators amongst them include: AUM minimums, pricing, approach to technology, value proposition, service offerings, etc.In the latest episode (#135) of the Transition To RIA question & answer series I discuss how these variables will factor into your custodial decision.Come take a listen!P.S. Prefer video? You can find this entire series in video format on Youtube. Search for the TRANSITION TO RIA channel.Show notes: https://TransitionToRIA.com/what-is-the-best-custodian-to-use-with-your-ria/ (https://TransitionToRIA.com/what-is-the-best-custodian-to-use-with-your-ria/)About Host: Brad Wales is the founder of Transition To RIA (https://transitiontoria.com/), where he helps financial advisors between $50M and $1B understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has 20+ years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. The Transition To RIA website (TransitionToRIA.com) has a large catalog of free videos, articles, whitepapers, as well as other resources to help advisors understand the RIA model and how it would apply to their unique circumstances.
Transition To RIA Podcast
The Transition To RIA Podcast was named to the first ever Top Podcasts for Financial Advisors list by Kitces.
Brad Wales, founder of Transition To RIA (TransitionToRIA.com) discusses WHY and HOW to transition your financial advisory practice to the Registered Investment Advisor ("RIA") model. This question/answer style podcast pulls directly from the hundreds of RIA related questions Brad has been asked over the years. With 20+ years industry experience, including direct RIA related roles in compliance, finance and business development, Brad has become the go-to expert for everything financial advisors want to learn and understand about the RIA model. Transition To RIA is completely independent of any one solution, thus Brad is able to provide impartial advice and guidance across all of the possible pathways into the model.
