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Is Your Custodian Messing with Your Money?

Is Your Custodian Messing with Your Money?

Released Wednesday, 7th June 2017
Good episode? Give it some love!
Is Your Custodian Messing with Your Money?

Is Your Custodian Messing with Your Money?

Is Your Custodian Messing with Your Money?

Is Your Custodian Messing with Your Money?

Wednesday, 7th June 2017
Good episode? Give it some love!
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Are your investments protected from conflicts of interest? What is the relationship between your advisor and the custodian of your accounts? In this Dentist Money™ episode, Reese & Ryan discuss the role of a custodian, why it matters who your custodian is, and how investors have lost fortunes by trusting the wrong people. They also explain how custodians get paid and provide tips for protecting yourself from investment fraud.

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