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Est. 2026The front page of wealth managementNew York

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RIA Leaders 2026: The custody fee conundrum

Image: Financial Planning

The lack of a uniform, publicly available listing of revenue collected by custodians has led to calls for a custody fee that would overhaul the industry's traditional business model and clarify how those relationships affect RIAs' fiduciary duty to their clients.

Summary as published by Financial Planning
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