Pershing Advisor News Today

The big players in RIA M&A may be putting on a good face. But debt-heavy acquirers are feeling the impacts of the market environment, and it isn’t pretty.

Seasoned Industry Leader with Experience from TD Ameritrade Institutional, Pershing and Fidelity Joins Aquiline Capital-Backed RIA to Support Ongoing Expansion...

Seasoned Industry Leader with Experience from TD Ameritrade Institutional, Pershing and Fidelity Joins Aquiline Capital-Backed RIA to Support Ongoing Expansion...

REGISTER NOW A midsize wealth manager seeking to expand its advisory business is taking a novel approach from rivals by outsourcing broker-dealer services to its custodian. It’s a move that falls into the industry’s ongoing trend away from commissions and toward advisory fees, and illustrates a new twist in firms’ hunt for costs to cut as business models change. The move by ProEquities to replace itself with Pershing Advisor Solutions as the introducing BD for its primary type of...

/PRNewswire/ -- Cresset announced today that it has hired Gabriel Garcia as Managing Director, Corporate Development; and Matt Mongia as Managing Director,...