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Articles tagged "Sargent Investment Group"

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William Cerynik: We took a gamble ... [but Goldman is doing] what TD Ameritrade did, but for a different segment.

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'

July 15, 2023 at 1:40 AM

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Articles tagged "Sargent Investment Group"

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July 15, 2023 at 1:40 AM

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Articles tagged "Sargent Investment Group"

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July 15, 2023 at 1:40 AM

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