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Articles tagged "custodians"

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Kelly Rodriques: Even if an asset is currently worthless, advisors still need to transfer that asset to a successor custodian.

The 30-day alternative assets challenge: Finding the right successor custodian

Deftly remediating alternative assets held in retirement accounts can strengthen the client-advisor bond and avoid a dreaded 'taxable event'

July 27, 2012 at 4:22 PM
Joe Duran: “When [my wife and I] are having an argument, my goals and dreams are adapting right there.

Joe Duran tries out novel financial planning strategy on himself and his wife

United Capital is seeking a replicable method for counseling high-net-worth couples

June 14, 2011 at 2:34 PM
SEC Commissioner Luis A. Aguilar: These rules are a "Madoff fix."

SEC details new "Madoff fix" custody rules

Advisor groups relieved: no surprise audits for RIAs with third-party custodians

December 16, 2009 at 9:43 PM
— There are no additional results —

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