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The custody and clearing firm is launching NetXServices, designed for easier connectivity to Pershing data and technical support. It signals a new phase in custodian tech, says an analyst.
Interactive Brokers joins a growing list of payments providers and online broker-dealers that allow their customers to buy and sell cryptocurrencies, including Robinhood Markets Inc., Venmo LLC, PayPal Holdings Inc. and Square Inc.
Charles Schwab's original timeline for completing its TD Ameritrade integration was in the first half of next year. That won't happen, according to the firm.
Many firms look to take advantage of new technologies to advance their business—but the digital transformation process is as much about strategy as technology.