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Ric Edelman throws his RIA's $30 billion-plus retail asset custody accounts up for grabs with anchor custodians -- TD and E*Trade -- set to be swallowed whole by Schwab and Morgan Stanley

The Edelman Financial Engines co-founder expresses 'confidence in the RFP process,' and sources say the leading contender may be Apex Clearing.

Author Lisa Shidler September 24, 2020 at 2:02 AM
1 Comment
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Ric Edelman: We're confident the outcome of this RFP process will be very beneficial for our clients, and our planners and staff who serve them.

RIA Custodians


John

John

September 24, 2020 — 5:11 PM
Tell me this is just posturing for negotiating with other firms. My personal experience is that Apex's systems are quite archaic when compared to the competition. They are low cost but like most things in life you get what you pay for.

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July 11, 2023 at 2:46 AM

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July 11, 2019 at 4:26 AM

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April 5, 2024 at 1:48 AM

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Financial Engines
401k Plan Consultant



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