What is Asset Custody and Why You Should Care

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18 Feb 2024

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If you work with a wealth advisor, do you know who the custodian of your assets is? To protect yourself against fraud, it is in your best interests to know and understand who is responsible for the safekeeping and reporting of your assets. The Custody Rule was adopted in 2009 after the Bernie Madoff scandal … For more information on Asset Custody, please see our blog post:

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