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Andrew Salesky's tantalizing PortfolioConnect remark hints at Schwab's technology future, and 'open' or 'closed' -- that was API question at In|Vest West 2018 RIA custody panel

The Schwab technology chief may have stumbled on a strategy for big RIAs, but he also got challenged on his API philosophy by Apex Clearing's Chris Fesler

Author Brooke Southall December 11, 2018 at 11:48 PM
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Brooke Southall asks questions of Andrew Salesky of Schwab, Christina Townsend of Pershing, Greg Vigrass of Folio Institutional and Chris Fesler of Apex Clearing.

Mentioned in this article:

Folio Institutional
Asset Custodian
Top Executive: Greg Vigrass

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