Clearing and Custodial Firms
Read up on clearing and custodial firms serving RIAs and others in the wealth management arena.
Regulation Is Key to Wide Adoption of Crypto: S&P Global Ratings
By Bernice NapachA new report discusses the current climate for cryptocurrencies as investments and what it will take to make them more mainstream.
February 12, 2021
BNY Mellon to Add Cryptocurrency Custody ServicesIt will be the first global bank to do so.
November 03, 2020
What the Schwab-TD Ameritrade Deal Means for Advisors: MalloukLines separating the broker-dealer and RIA business models "are going to continue to be blurred," the head of Creative Planning says.
October 02, 2020
As Schwab Gobbles Up TD Ameritrade, What Should Advisors Do?It's just four days away. Here's what RIAs with TD Ameritrade and other firms should be considering for themselves and their clients.
September 28, 2020
Raymond James Shakes Up RIA Strategy"It's a case of opportunity meets disruption," said Tim Welsh of Nexus Strategy. "It's a watershed moment."
October 30, 2019
Ladenburg Thalmann Exploring Sale: ReportRecruiter Jon Henschen weighs in on what form a deal could take.
May 17, 2019
Clearing, Custody Firms Now Tied With Wirehouses for Market Share: AiteRIAs and other advisors served by outside custodians are ascendant; wirehouses are not.
October 10, 2018
Stock Trading App Robinhood Introduces In-House Clearing SystemThe new system will enable Robinhood to custody all customer assets.