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Peter Lawler: We've invested a lot of money in our technology platform and have multiple APIs, which cater to those firms. Those firms don't like paper.

With robo-advisors on the rise, robo custodian Apex is rising with them, a diamond mined from the rubble of the Penson Worldwide debacle

Cheaper, more paperless and early to market, the Dallas-based clearing house/broker-dealer is out to protect its lead as big RIA custodians play robo catch-up

May 1, 2015 at 6:19 AM

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