Browsing Tag
custodian
3 posts
Millennium Trust Rebranding as Inspira Financial in 2024
New name reflects firm’s move beyond a trust and custody company to a “full-scale solutions provider”
Creative Planning Inks Strategic Custody Deal with Goldman Sachs Advisor Solutions
New custody relationship means independent wealth management firm gets access to Goldman Sachs’ expansive range of capabilities
Altruist Gears Up to Challenge Fidelity and Schwab in $128 Trillion RIA Market
Jason Wenk’s 5-year-old fintech with heavyweight investors is now the third-largest custodian in the U.S. by number of firms served