Displaying 18 results
Luma forges annuity management alliance with Pershing
The partnership will unlock educational resources, analytics, and tools to help advisors manage annuity sales on Pershing’s platform.
Merrill Lynch team with $450m leaves for Steward Partners
Advisors Mark Morasky, Erik Clay and Chris Figaro are launching Vantage Point Private Wealth.
Former SEC Chair Clayton makes case for democratizing alternative investments
Clayton took a swipe at the current leadership of the Securities and Exchange Commission for swinging too far in the wrong direction.
Pershing X moves into the fintech lane with new Wove platform
The multicustodial open architecture platform promises to connect the various applications advisors use to service clients.
Pershing X moves performance reporting to the cloud
The move boosts data processing speed and establishes a modern infrastructure to build out the firm's vision for an all-in-one technology suite.
Ben Harrison is suddenly alone at top of Pershing’s custody business
The departure of his co-head, Maura Creekmore, leaves the popular executive solely in charge of Pershing's Wealth Solutions business.
$4 billion team breaks away from Wells Fargo Advisors to form RIA
A desire to act in the best interests of the firm's clients leads to launch of Moran Wealth Management in Naples, Florida, with 36 employees.
Foundation for Financial Planning taps Ben Harrison as chair
BNY Mellon Pershing’s co-head of wealth solutions will serve in the position through 2023.
Pershing launches next-gen NetX360 at annual adviser conference
BNY Mellon Pershing revealed the next generation of its wealth management technology at its annual INSITE conference this week in Grapevine, Texas.
Pershing dives into direct indexing with latest deal
The acquisition of San Jose, California-based fintech Optimal Asset Management meets a growing client need for greater investment customization, according to the company.
Pershing lures custody business with latest turnkey offering
The new offering, called Pershing X, is headed by Ainslie Simmonds and will enable RIAs to outsource almost all of their practice management needs, like client relationship and investment management tools.
Schwab’s Clark, Fidelity’s Canter challenge Kitces over custody fees
Executives from the largest custodians offered Michael Kitces the opportunity to debate his ideas for restructuring custody fees. Kitces took to Twitter to accept the challenge.
RIA Summit: Custodians see growth and a lot of work in future
Yes, the RIA industry is growing but it's getting more complex, too, say top industry leaders, including Schwab's Bernie Clark.
Vaccines encouraged at most advisory firms — but not required
The industry has differing views on vaccine requirements. BNY Mellon Pershing will start requiring them next month, while Vanguard Group Inc. is offering cash rewards.
How top advisers use tech to grow assets: Michael Kitces, Ram Nagappan
Michael Kitces and Pershing chief information officer Ram Nagappan outline areas in which advisers should leverage technology to grow businesses.
FSI vows to monitor Reg BI ‘regulation by enforcement’
The Financial Services Institute is worried about how the agency might expand Reg BI's reach. The problem is tied to setting new disclosure standards through enforcement initiative, rather than doing so through rulemaking.
Pershing Insite 2021 kicks off with practice management lessons
After a brief introduction from Pershing chief executive James Crowley, the event relied on scholar, author and celebrated TED talker Adam Grant to break the ice by helping advisers become better business leaders.
Pershing to offer managed accounts platform to all
Firms can choose to outsource their managed accounts technology as well as their investment advisory solutions, or a combination of both, according to the firm.
