LOGIN
Subscribe

Pershing expands its digital advice with NextCapital partnership

Pershing LLC has partnered with NextCapital, an adviser-facing robo platform.

Pershing LLC has partnered with NextCapital, an adviser-facing robo platform, to be its first custodian.

This time, however, the robo has chosen Pershing as the custodian in what Rob Foregger, co-founder of NextCapital, said is the company's expansion to offer automated investment advice outside o

Subscribe or log in to read the rest of this content.

Learn more about reprints and licensing for this article.

Recent Articles by Author

Why Pershing is cherry-picking the robo-advisers it offers its clients

Why Pershing is cherry-picking the robo-advisers it offers its clients

The custodian and clearing firm is quietly building an offering of digital advice integrations it offers its clients.

Encrypting emails, files for clients is crucial, but not always followed

Encrypting emails, files for clients is crucial, but not always followed

Encryption is one of the best bets for securing clients' sensitive information

LPL placing heavy focus on technology improvements

LPL placing heavy focus on technology improvements

ClientWorks, the company's adviser dashboard, is now available to more than 11,000 advisers, up from 500 this time last year.

Triad Advisors to pay more than $200,000 for failing to give sales charge discounts on unit investment trusts, Finra says

Triad Advisors to pay more than $200,000 for failing to give sales charge discounts on unit investment trusts, Finra says

Firm agreed to a settlement that includes a $125,000 fine and $102,632 in restitution.

Salesforce adds compliance features to financial services CRM for DOL fiduciary rule

Salesforce adds compliance features to financial services CRM for DOL fiduciary rule

More software providers will add or enhance their tools to assist advisers in meeting the regulation's requirements.

Latest news

Investors are impatient, they want big earnings

Investors are impatient, they want big earnings

InvestmentNews Awards 2024 Excellence Awardees

We’re a beacon of trust in our community, finalist says

‘Assets are a tool to bring clients joy’

Early adopter who understands collectibles

Mercer Advisors names principal to lead M&A integration

B. Riley bouncing back after tough winter

Dow average touches historic 40,000 mark on continued rate-cut hopes

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print

Subscribe

Get unlimited access to InvestmentNews

Subscribe for just
$19.99 per month.

Subscribe