Lisa Dolly announces intentions to step down as CEO of Pershing after more than three years in the role.
The report suggests custodians are no long the central hub of technology for RIAs, with tech vendors now providing direct competition over data and analytics.
BNY Mellon's Scharf explained to investors the pipeline for new clients of Pershing is bigger than it has seen over the past five years.
The new services will help Pershing enhance its traditional clearing, custody and back-office services for its wealth management clients.
SS&C’s Bill Stone takes home Lifetime Achievement award as Pershing, Trident Trust, Ultimus, Digital Asset, BNP Paribas and Morgan Stanley all win big.
Awards evening on 29th November in New York to honour the best in fund administration, prime brokerage, custody and technology innovation.
Florida-based Dakota Wealth Management was launched earlier this month by industry veteranPeter Raimondi and a team from Oakmont Partners