BNY Mellon’s Pershing chief Lisa Dolly to step down
Lisa Dolly announces intentions to step down as CEO of Pershing after more than three years in the role.
Tag: Pershing
RIA custodians face threat of losing clients to tech vendors, finds Aite report
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 chief bullish on Pershing client pipeline for 2019
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.
Pershing partners with software vendor for digital front-end tech
The new services will help Pershing enhance its traditional clearing, custody and back-office services for its wealth management clients.
Americas
Global Custodian’s Industry Leaders award winners announced
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.
Uncategorized
Global Custodian’s Industry Awards shortlist announced
Awards evening on 29th November in New York to honour the best in fund administration, prime brokerage, custody and technology innovation.
BNY Mellon’s Pershing selected as custodian for new $600 million RIA
Florida-based Dakota Wealth Management was launched earlier this month by industry veteranPeter Raimondi and a team from Oakmont Partners