The Custody Rule to Keep Your Assets Safe

Episode 030 | Adviser Checkup Podcast

One year after the Bernie Madoff scheme was uncovered a rule called the Custody Rule was given a grand update. This rule is an important one to understand as an investor to know how your assets are being protected. Unfortunately what should be a straightforward concept turns out to have quite a few nuances. We will discuss this important rule, how to know if your adviser has custody of your assets, and learn about an extra check on your wealth your adviser might be investing in every year.

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Be Financially Well,

Kelly