News, Vision & Voice for the Advisory Community


Pershing believes its case for NetX360 as the Apple equivalent for advisors is solid

Fidelity and Schwab make counter-arguments based on their own technological visions

Thursday, November 11, 2010 – 8:10 AM by Brooke Southall
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Suresh Kumar: If you have a single office or 10,000, we can handle them.

Bill Winterberg

Bill Winterberg

November 11, 2010 — 6:06 PM

I remain skeptical that advisors are truly ready to marry their technology platform with their primary custodian. On one hand, it’s convenient to receive a robust technology platform provided by the custodian, but should the custodian adopt unpopular policies, what’s an advisor to do? Accept the policies or abandon the platform?

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