Frustrated large RIAs want more from custodians
In a poll of 29 firms representing a collective $6 trillion in assets, fewer than half reported feeling satisfied with native tools.
Since Charles Schwab first announced plans to acquire TD Ameritrade, much of the conversation in the wealth management industry has been about how the deal will impact the small financial advisory firms TD was known for supporting.
But large firms are also feeling confused about the current lands
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