pershing - search results

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.

There’s nothing like a good surprise to keep us humble and ready to learn, and there’s a nice surprise embedded in...

Advisor technology continued to progress this week with a squall of people moves as fintechs and traditional wealth management firms made...

It’s past time to put one of the ongoing advisor technology debates to bed.  For nearly 15 years, advisors and the workers...

Are end-to-end solutions the future of finance? That may (seem to be) the case, with collaborations and integrations hinting at improved consumer access. That said, regulators...

Sanctuary Wealth is adding to its leadership team, this time with industry veterans Michael Goldfader and Michelle McIntyre. Goldfader, a former Wells Fargo and...

Well, we could open this week’s Advisor Tech Talk the way we’ve opened most of our columns this year, by declaring...

We’re not just howling into the wind when it comes to next generation technology—the future is now.  For financial advisors, reading about...

For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.

The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...