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Press Release 2

Orion and BNY Mellon’s Pershing Expand Relationship, Deepen Tech Integrations

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Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today announced that it has expanded its relationship with BNY Mellon’s Pershing (“Pershing”) through a series of technology integration upgrades.
Press Release 1

BNY Mellon Launches New Digital Assets Division

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BNY Mellon today announced the formation of a new enterprise Digital Assets unit that will accelerate the development of solutions and capabilities to help clients address growing and evolving needs related to the growth of digital assets, including cryptocurrencies.
zCindy-New

DWN Publisher Notes For 12/3/24

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Friends, and just like that, we're now into December - and along with that comes Small Business Saturday, Cyber Monday, GIving Tuesday - and oh yeah - there's that Hanukkah and Christmas thing, too. Meanwhile, this week we have a timely read from industry giant Joe Mrak on how to establish a charitable practice for HNW families with technology - perfect timing for the holidays.

The Week in Digital Wealth (12/3/24)

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The Thanksgiving week combined with end-of-month activities slowed things down a bit in the digital wealth sector, but the industry performed optimally, with product...

Decentralized Diaries for the Week of 12/3/24

Things continued to chug along in the world of decentralized finance with collaborations, deepening ties, and enhancing adoption. The headlines: Kraken plans to close its...

AI & Finance™ | News for the Week Ending 11/29/24

It’s a holiday week AI & Finance and we still have plenty of news to cover, so we’re scrapping tentative plans to revisit some...
zCindy-New

DWN Publisher Notes For 11/5/24

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Friends, voting for the election will be over soon...possibly.  Perhaps there will be a new president, perhaps not.  To say we (all) have election fatique would be an EXTREME understatement but we NEVER have digital wealth or AI fatique!  And to that end, we had an extremely busy news week...READ UP!

The Week in Digital Wealth (11/5/24)

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Partnerships continued to drive the industry, with utility gaining traction. Government interventions showed up as usual, and upstarts upended the regular flow. Headlines to take...
zCindy-New

DWN Publisher Notes For 10/29/24

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Friends, we want to thank everyone who made the big trip to Bozeman last week for the Big Sky AI Roundtable. Greg Woolf did a great write up of the conference for us below. Meanwhile, the industry news continues and you'll find it all here...READ UP!

The Week in Digital Wealth (10/29/24)

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Product launches moved the needles with a light regulatory touch keeping things in check. That said, governments let the private sector take the driver's...