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Custody Rule | Sarah Williams & Matthew Soldato | The Lumen Sessions
Hedge Fund Sudrania Fund Services Views: 1

To access the podcast click here.

To learn more about Sudrania Fund Services: https://sudrania.com/

This episode features Sarah Williams, Manager at Wipfli LLC as well as Matthew Soldato, Director, Compliance Consulting at Duff & Phelps, LLC. We discuss what the custody rule is; why it matters; its evolution; what a custody exam looks like, and what RIA’s should be aware of when it comes to custody.

To access the podcast click here.


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