Firm growth strategy

Why breakaway advisors are looking past legacy custodians as launch partnersA practical comparison of Betterment Advisor Solutions, Schwab, and Fidelity to help RIAs evaluate custody partners for their independent firms.Updated Aug. 26, 2026 • 7 min read

Kelly ChambersFinancial writer

Learn how switching custodians could power your practice into the futureLearn how switching to Betterment Advisor Solutions could power your practice into the future.Updated May 26, 2026 • 5 min read

Dana KarlsonSr. Manager Copy & Content

Going independent: 4 key questions before starting your own RIAThinking of breaking away to become an independent RIA? Ask yourself these four key questions first to help set your new firm up for success.Updated Feb. 25, 2026 • 15 min read