Articles tagged "custodians"
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 at 4:22 PM
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 at 2:34 PM
SEC details new "Madoff fix" custody rules
Advisor groups relieved: no surprise audits for RIAs with third-party custodians