For the record, my company has relationships with all four of the custodians mentioned in this article, and this column will probably not endear me much to TDAI's rivals. But they understand that my ultimate obligation is to serve my readers, and they will undoubtedly have reasoned responses explaining why their strategy is best for the RIAs they serve.
Editor-at-large Andrew Gluck, a veteran financial writer, owns Advisor Products Inc., a marketing technology company serving 1,800 advisory firms.