Tag: Custodians

RIA in a Box Offering E&O Insurance

RIA in a Box, a registered investment adviser (RIA) consultancy firm, has partnered with Lloyds of London and the North American Professional Liability Insurance Agency (NAPLIA) to provide errors and omissions (E&O) insurance.   

Fidelity Aims to Help RIAs Expand Business

A new Fidelity program, “Expand Your Practice,” is intended to help registered investment advisers (RIAs) analyze their readiness to grow through mergers, acquisitions, or hiring new people.

PowerAdvisor Takes on New Power Source

Account aggregator ByAllAccounts, Inc. and Cornerstone Revolutions, a provider of software and services for independent investment professionals, have announced a product enhancement.

Out of Sight?

What can a relationship with the custodian of a plan's assets offer retirement plan advisers?