Q53 - How To Choose A Custodian For Your RIA?

There are more variables involved in choosing a custodial partner than most people realize.In the latest episode of my RIA explanatory series, I address 11 different variables you will want to consider before making such a decision.Some of the variables are table stakes, that you should expect from any potential custodial partner.Other variables are what differentiate one custodian's value proposition from another.Ultimately, each advisor situation is unique. What might be a good custodial solution for one advisor, might be opposite for another.Come take a listen and learn more!About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has nearly 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. On his website (TransitionToRIA.com) he has a large catalog of free videos, whitepapers, as well as other resources to help advisors fully understand the RIA model and how it would apply to their unique circumstances.