Inside Information Newsletter

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January 2020 In this issue…

  • First Thoughts on The Acquisition: The two largest institutional custodians are joining forces. What does that mean for the profession, and
  • what are the options for advisors looking elsewhere?
  • The Profession: What do we really know about the culture of TDAI advisors' next custodial firm?
  • Practice Management: Introducing an automated onboarding system (really).
  • Client Services: An out-of-the box way to deal with the SECURE Act.
  • Parting Thoughts: My fearless predictions for the profession's next decade.