Readers learn all they need to know about choosing trading platforms and brokerage firms; working with leverage; controlling transaction costs; managing liquidity, margins, and risks; and much more. (forex-books.com)
Technology is required to track and control transactions more precisely and to provide the means for sound decision making. (joelarose.com)
One thing it seems is that with a trust company they have to review each transaction and with a financial planner / advisor you can control the transaction with out custodial approval. (biggerpockets.com)