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Articles tagged "Kelly Rodriques"


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Brad Matthews [r.] with Jason Novotny: I guarantee, I promise there will be a big institution [using Trizic] in the next 12 months.
May 18, 2015 at 6:33 PM

 Kelly Rodriques: Even if an asset is currently worthless, advisors still need to transfer that asset to a successor custodian.

The 30-day alternative assets challenge: Finding the right successor custodian

Deftly remediating alternative assets held in retirement accounts can strengthen the client-advisor bond and avoid a dreaded 'taxable event'

July 27, 2012 at 4:22 PM

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