News results for Pershing

Technology
August 26, 2020

Digital Digest: The Latest Tech News - Pershing, iCapital Network

The latest development adds to a busy few years for the US-based fintech platform, which in some

Alt Investments
May 28, 2020

Pershing Square Reportedly Exits Warren Buffett's Empire

So far, 2020 has been a strong year for the investor, who has reportedly benefited from hedges made

New Products
March 6, 2020

What's New In Investments, Funds? - BNY Mellon's Pershing

The US group, which custodies more than $800 billion in advisory assets, is offering fresh options

Strategy
July 5, 2018

Pershing Widens Options For US Expats In New Deal

The new partnership will enable the UK firm to manage US pensions as part of a US and UK client’s

Trust Estate
May 24, 2018

Next-Gen Can't Bet On $30 Trillion Transfer - Pershing

Counting on a massive transfer of wealth from Baby Boomer parents? Don't count on it, a financial

Philanthropy
December 19, 2017

BNY Mellon's Pershing Sets Out Charity Guide As Giving Season Nears Finishing Line

The US firm has set out charity giving approaches for wealthy families.

People Moves
August 31, 2017

BNY Mellon's Pershing Appoints COO

The firm's new COO will continue to be involved in the strategic plans of the company.

Strategy
August 11, 2017

Wealth Industry Targets Millennials As Clients, And Now As Advisors - Pershing

The generation called Millennials will become the next wealth holders, and firms are looking into

Alt Investments
June 30, 2017

Alternative Investments House Joins Pershing Platform

BNY Mellon's Pershing continues to add more organizations to its platform.

Technology
June 16, 2017

BNY Mellon's Pershing Aims To Speed Up Digitization

The firm is looking to help firms expand their business by improving client-advisor relations.

Comment & Analysis results for Pershing

Strategy
September 12, 2014

Advisor Value Propositions: Getting The Balance Right - Pershing

Many advisors are telling investors “exactly the same thing” and failing to deliver a unique