The Schwab/TDAI merger is creating opportunities for emerging RIA custodians with more nimble technology, natural language processing tools and automated service.
XYPN co-founder Michael Kitces and Nitrogen CEO Aaron Klein both said the industry too often puts practitioners into the role of marketing growth engines at the Wealth Management EDGE conference.
Join us on Mon. June 12th, to hear about the opportunity of private credit as a strategic allocation in uncertain markets and the full breadth of the global private credit market, which extends beyond direct lending.
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