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
Author Brooke Southall November 11, 2010 at 8:10 AM
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?
