Articles tagged "custodians"


HeadlinePublish date

The 30-day alternative assets challenge: Finding the right successor custodian

Deftly remediating alternative assets held in retirement accounts can strengthen the client-advisor bond and avoid a dreaded 'taxable event'

July 27, 2012 — 4:22 PM UTC

Joe Duran tries out novel financial planning strategy on himself and his wife

United Capital is seeking a replicable method for counseling high-net-worth couples

June 14, 2011 — 2:34 PM UTC

SEC details new "Madoff fix" custody rules

Advisor groups relieved: no surprise audits for RIAs with third-party custodians

December 16, 2009 — 9:43 PM UTC
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