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Ep. 141: Axos CEO Greg Garrabrants, Boeing, Intel, Tesla

The Drill Down

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The R I A's Wealth Management Business

i think it's unique, and i do think it's an interesting strategy, and i'm excited about it. The business we purchased from e trade was, it's a cussody business. So we basiclly hold all those assets in safe keeping. We produce statements, we make margin loans. But the other thing that we're doing is taking our banking applications, including account opening systems and our full banking application, and making that available through the r i a n client.

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