02/28/2017

Who’s Under Threat From Robo Advisors?

Robos are a problem for advisors who charge 1% and “don’t do a damn thing” beyond what their automated counterparts can do for much less, adds Napolitano, who manages about $370 million with another $230 or so in his clients’ broke

02/28/2017

Capital Investment Companies Collaborates with Pershing

By providing their investment professionals with a strong foundational platform that delivers industry-leading technology, Pershing is providing innovative solutions to help them grow their businesses and more efficiently service their investors.