CityWire RIA – January 2024

Nearly 20% of Schwab-affiliated advisors said they plan to change or add custodians, according to the latest T3/Inside Information Software Survey, published by Joel Bruckenstein and Bob Veres. The results were announced at the 2024 T3 Technology Conference held in Las Vegas. The survey contained new data reflecting survey participants’ plans to change their custodian or add a new custodial relationship over the next 18 months.

Read the article by Andrew Foerch: Schwab RIA custody clients are weighing their options: T3 survey.

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