Episode 53: How to leverage a custodian's resources to goRIA
Chuck talks with Schwab's Head of Enterprise Solutions Group, Julian Lopez, about their exciting new offering that helps advisors stand up their own RIA.
Episode 53: How to leverage a custodian's resources to goRIA
Chuck talks with Schwab's Head of Enterprise Solutions Group, Julian Lopez, about their exciting new offering that helps advisors stand up their own RIA.