As Pershing struggles to get a robo firmly fixed in the RIA frame, NextCapital rushes in to blur the picture
The Chicago 401(k) robo will use Pershing custody to go after the retail market and Pershing has hopes it'll work with its mega-RIAs
anonymous
$5, $10 and $20 Billion dollar firms. Shooting for the stars huh? Hope you have a big gun!! #destinedtofail
Bill Winterberg
According to this chart, there are 35 firms in the U.S. that have over $5 billion.
http://data.investmentnews.com/ria/
Brooke Southall
Bill,
Your point is well taken about the size of the NextCapital fishing pond.
Brooke
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Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien
Aite Group
Consulting Firm
Top Executive: Frank Rizza