Ep. 182: A Hungry and Humble RIA with Brad Genser, Farther
WealthTech Today
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Navigating Wealth Management Custodians
This chapter explores the decision-making process for selecting custodians in wealth management, focusing on the unique strengths of firms like Apex and Pershing. It also discusses the creation of a unified marketplace for alternative investments, emphasizing the importance of holistic wealth management and enhancing client experience.
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