BNY Mellon tech subsidiary rolls out wealth management platform
It will enable advisers to ‘seamlessly connect all the components of a client’s financial picture in one place’
Pershing
-
-
PEOPLE MOVES: Schroders, Novia Financial, Man Group
Asset manager names global head of wealth management, as platform makes c-suite change
-
PEOPLE MOVES: Sandringham FP, Novia Financial, Pershing
CEO to leave advice firm, as platform hires chief technology officer
-
PEOPLE MOVES: Pershing, Santander International, Brewin Dolphin
Financial services solutions provider names COO, while bank hires chief risk officer
-
Covid and technology: what works?
IA catches up with European advisers and wealth managers to find out
-
PEOPLE MOVES: Embark, Zurich, Old Mutual International
Digital retirement provider hires platform lead, with insurer making double hire in Singapore
-
How much does implementing technology cost for advisers?
Smaller developments can have ‘the fastest and biggest impact’ on IFAs
-
Removing the back-office burden for advisers
It can reduce data errors and free up time – but only if done properly
-
Under a third of UK wealth managers say clients fear cybercrime
However ‘threat of breaches is increasingly being discussed at a board level’ at wealth firms
-
Platforms are dead, says The Lang Cat boss
Platforms have spurned the gift of the retail distribution review (RDR) and are dead, according to Mark Polson, founder of financial services consultancy The Lang Cat.
-
fca issues far-reaching client money changes
The UK’s Financial Conduct Authority has signalled a sharper regulatory focus on holding client money with the publication of its policy statement today, and the prospect of other jurisdictions following suit.
-
pershing takes offices in jersey names rothwell
Pershing has taken offices in Liberation Station in St Helier, Jersey, and named Michael Rothwell to head the operation as country manager.