Displaying 51 results
Steward Partners finds balance by adding Pershing custody alongside Raymond James
The addition of breakaway Ensign Wealth Partners, a $500 million RIA, pushes Steward's total custodial assets on the Pershing platform to more than $1 billion.
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.
The latest in financial #AdviserTech — April 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
Building a resilient advisory business for the post-pandemic world
Is the advisory industry capable of continuing the transformation that began during the pandemic in order to shape its next phase?
Northwestern Mutual team managing $400 million goes indie
Unique Wealth in St. Petersburg, Florida, has affiliated with Dynasty Financial Partners and will use Pershing as its custodian.
A watershed year for wealthtech adoption
A confluence of environmental changes, like work from home orders, virtual events and an economic recession, have forced advisers to embrace tech tools in a matter of months
Tibergien joins board of family office Pathstone
Former head of Pershing Advisor Solutions emerges from brief retirement
The key for advisers still working from home? It’s digital
With back-to-office plans in flux, the acceleration of digital-driven processes among advisers is a trend for the long haul
Pershing cancels annual Insite conference to be held in June
The next conference is scheduled for June 2021 in Orlando, Fla.
Benjamin F. Edwards expands its recruiting net with a corporate RIA
Edwards Wealth Management hopes to benefit from the breakaway broker trend
RCAP, Pershing locked in negotiations over clearing agreement
RCS Capital has plenty of leverage as it negotiates with the clearing giant, but millions of dollars hang in the balance. More: The latest clearing and custody trends
Fidelity launches new salvo in custodian technology "war’
Consider this an update from the front lines of the custodian technology war. That is how a…
LPL adviser Waldron going- but not gone
A big-time adviser affiliated with LPL Financial LLC said last week that he is taking $1.2 billion in…
Finally, an Advisor Center iPad app; Boulevard R introduces RetiremapHQ.com; New version of Adhesion
A lot of positive developments probably went unnoticed early this month by advisers due to the catastrophe caused…
TD snags former Pershing executive Jim Dario
Jim Dario, the former head of sales at Pershing Advisor Solutions, has joined TD Ameritrade Institutional as managing…
Advisers struggle to add clients
Here is the good news: Most financial advisory firms are making more money than they were before the…
BDOs serve as rainmakers
In the battle to raise assets and expand their client base, some advisory firms — particularly larger ones…
Dealing with the little guy
It is a question with which every financial advisory firm must grapple: what to do with clients who…
Pershing platform offers 529s
America's largest clearing firm is making it easier for financial advisers to open and manage Section 529 college…
Pershing adds huge 529 plan to its platform
Pershing LLC is making it easier for its advisers to open college savings plans for clients, starting with…
