No custody relationship is without its challenges, and for XML, the right fit can depend on what a provider brings to the table.

CEO and Co-founder of XML, Brett Bernstein, CFP®, spoke with Financial Planning about XML’s custody approach and the factors we  weigh when comparing providers, including technology, track record, brand recognition and product access.

As Brett shared, “Nine times out of 10 the lawn turns brown, so you really have to believe that grass is going to be green for your clients and your team.”

Read more about how XML and other major firms are approaching RIA custody at the link here. 

This communication is for information and educational purposes only. This is not a recommendation for the sale or investment in any product or strategy or to be perceived as individual advice. Information presented has been prepared from sources believed to be reliable but is not guaranteed and does not represent all available data necessary for making investment decisions. Economic and market forecasts presented herein reflect a series of assumptions and judgments as of the date of this presentation and are subject to change without notice. Forecasts do not consider the specific investment objectives, restrictions, tax and financial situation or other needs of an individual. Actual data will vary and may not be reflected here. Accordingly, these forecasts should be viewed as merely representative of a broad range of possible outcomes. The opinion expressed by this individual is based on facts and circumstances known at this time, is subject to change and does not reflect the opinions of all financial professionals of XML.