Custodian Roundtable: The Industry Landscape, Options, and Innovation in 2024 and Beyond
Managing Your Practice · Dimensional Fund Advisors
May 16, 20241h 1m
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Show Notes
With more options than ever, how do advisors decide on a custodial partner? Ben Harrison of BNY Mellon Pershing, Gabe Garcia of SEI, and Thomas Moore of Betterment for Advisors join us in a roundtable discussion on how their custodial firms are going beyond asset security to offer services in other major operational and strategic capacities. They each offer internal perspective on what advisors should look for, priorities to consider, and key questions to ask when choosing a partner.