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An RIA 'gambled' on Goldman Sachs to custody client assets because he saw folksy TD Ameritrade-like service wrapped inside a gold standard brand -- with no lane swerves

Ashton Thomas, which manages $2 billion, has tried every custodian, and finds Goldman, ironically, may have the least channel conflict for RIAs because they 'know their lane'

Author Oisin Breen July 15, 2023 at 1:40 AM
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William Cerynik: We took a gamble ... [but Goldman is doing] what TD Ameritrade did, but for a different segment.
Brooke Southall and Keith Girard contributed to the editing of this article.

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March 5, 2025 at 3:20 AM

RIAs keep Goldman Sachs' hopes alive its RIA custody unit will find legs as $55-billion New Edge signs on and Goldman fills vacated No. 2 custody spot

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July 19, 2024 at 4:34 AM

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