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About This Episode

With so much change in the RIA custody space and more options than ever to choose from, this is a good time to rethink the core pieces of your business. It is time to be proactive and weigh your options in light of the changes across the custodial industry. Doing nothing and staying put at your current custody provider might be the best strategy. But we are here to learn how to perform due diligence on different options.

About Our Guest

My guests are Steven Gardner and Harley Nager of Independent Advisor Solutions by SEI. Independent Advisor Solutions, a strategic business unit of SEI Investments Company (SEI). Custody services provided by SEI Private Trust Company, a federally chartered limited purpose savings association and wholly owned subsidiary of SEI. Data as of 6/30/2021.

Steve is a managing director for RIA Sales with Independent Advisor Solutions by SEI. He heads up SEI’s sales efforts within the independent and hybrid registered investment advisory (RIA) market. As a part of these efforts, he is responsible for market validation and research for SEI’s RIA platform offering within the United States.

Harley Nager is a managing director with the distribution and engagement team. He is responsible for influencing and building digital messaging and tools that support independent financial advisors and their clients.

Show Notes

Here is a link to the Independent Advisor Solutions by SEI web site. Here are links to the articles mentioned in the podcast: RIA Custodian Alternatives To Schwab And TD Ameritrade, Beat the Custody ConunDrum, and Custody Matters – It's Time for a Techstodian℠