Broadridge acquires retirement plan custody and trust assets from TD Ameritrade
The acquisition of the assets marks the continued expansion of Broadridge’s Matrix Financial Solutions for the US pension industry.
Tag: RIA custody
RIA custodians face threat of losing clients to tech vendors, finds Aite report
The report suggests custodians are no long the central hub of technology for RIAs, with tech vendors now providing direct competition over data and analytics.