The wealth management industry is in a state of flux, wherein consolidation, a historic generational wealth transfer and an aging advisor workforce are redrawing the competitive map. In this environment, clearing and custody structures may sound like mere operational details, but in reality, they have direct implications for advisors, partners and clients.

For independent advisors, the structural decision to align with a self-clearing or non-self-clearing wealth management firm establishes the degree of custodial flexibility.

Finish reading this article on Citywire.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.