Disrupting Giants With Guest Jason Wenk
The Perfect RIA
00:00
The Importance of Technology in Advisor Custody
Robinhood is a new service from Fidelity and Altruis that lets advisors manage their own accounts online. The company was founded five years ago, but it won't be available in the U.S. until 2023. Jason Lewis: Can we trust an RA firm when I can have my money at Goldman Sachs? He says custodians are one of the safest businesses in the world because customers' assets aren't on corporate balance sheet.
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