Pershing, Fidelity Custody Price Changes Are Just the Beginning

Charles Sachs of Kaufman Rossin Wealth spoke to Financial Advisor IQ about the challenges faced by today’s Registered Investment Advisors to adjust their revenue streams. 

Article Excerpt: “As custody models evolve RIAs — especially smaller firms — may be pushed to re-evaluate their costs and options closely, consultants say.”

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Charles Sachs, CFA, CFP®, is a Chief Investment Officer at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.