China is reportedly making a bid to expand its influence in global gold markets by offering…
Tag: Custodian
SEIA Adds $1.6B Select Money, AssetMark as Custodian
Los Angeles-based hybrid registered investment advisor Signature Estate & Investment Advisors continues to climb above the…
SIEA Adds $1.6B Select Money, AssetMark as Custodian
Los Angeles-based hybrid registered investment advisor Signature Estate & Investment Advisors continues to climb above the…
$6B RIA Ritholtz Adds Altruist as Custodian
Ritholtz Wealth Management, an RIA with more than $6 billion in assets, has added Altruist to…
Rethinking Your Custodian: When Fine Isn’t Enough
Ask most advisors of all sizes how they feel about their custodian, and you’ll probably hear…
Ripple’s Partnership With BDACS Pays Off as XRP Support Goes Live at Korean Crypto Custodian
XRP is now live on BDACS, a regulated crypto custodian for South Korean institutions, marking the…
How financial advisors should pick an RIA custodian
This is the eighth installment in a Financial Planning series by Chief Correspondent Tobias Salinger on…
Crypto Custodian Anchorage to Phase Out USDC, Stirring Backlash
Anchorage Digital, a crypto custodian and federally chartered bank, said it will start phasing out and…
Altruist Unveils Major Rebrand to Modernize Custodian Experience
Altruist, the up-and-coming custodian that now serves almost 5,000 advisors, announced this week a “significant rebrand…