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RIAs Look to Automation, Multiple Custodians to Spur Growth
News July 12, 2024 at 02:30 PM
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What You Need To Know
- Two-thirds of respondents said they want more automation in new account opening and client onboarding.
- Sixty-four percent of advisors surveyed reported using at least two custodians.
- Respondents cited winning new business as the biggest operational challenge of the year.
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