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Five Additional Financial Services Leaders Join Invest in Others Charitable Foundation s Board of Directors

/PRNewswire/ The Invest in Others Charitable Foundation ("Invest in Others"), a non-profit organization helping financial professionals support charitable.

United statesR barkley payneMorgan stanleyKirsten pickensSean keenanBrett goodmanMellon pershingAlyssa suffrediniStephanie drescherisProduct solutions groupThrivent advisor networkJp morganMellon pershing wealth solutions senior leadership teamCharitable foundationBusiness development officerAdvisors network

Pershing X Aims to Transform the Advisory Marketplace

The firm positions itself as a major fintech player in the wealthtech space.

Ainslie simmondsMellon pershingInvestmentnews adviser technology studyPershing wealth solutionsNews adviser technology studyClient experience reimaginedWealth solutionsExecutive vice presidentGlobal head

Pershing agrees to make Optimal Asset acquisition

Bank of New York Mellon subsidiary Pershing agreed to acquire direct indexing provider Optimal Asset Management.

Jim crowleyPershing wealth solutionsNew york mellonOptimal assetWealth solutionsOptimal asset management

BNY Mellon : s Pershing Launches New Business Unit, Pershing X(SM), to be led by Ainslie Simmonds

JERSEY CITY, N.J., Oct. 14, 2021 /PRNewswire/ BNY Mellon s Pershing has appointed Ainslie Simmonds as President of Pershing XSM, a new business unit within Pershing that will. | October 14, 2021

United statesAinslie simmondsMellon pershingPershingx ainslieSanuber groheRobin vinceJim crowleyTony sicoliPershing executive committeeYork mellon corporationAlbridge solutions incLockwood advisors incPershing wealth solutionsNorthwestern mutualClient experience reimaginedWealth solutions

Pershing lures custody business with latest turnkey offering

The new offering, called Pershing X, enables RIAs to outsource almost all of their practice management needs.

Ainslie simmondsJim crowleyBny mellon pershingFidelity investments coLearnvest incPershing wealth solutionsNorthwestern mutual coTd ameritrade incCharles schwab corpPershing chief executive jim crowleyWealth solutionsPimco investmentsNorthwestern mutualCharles schwabFidelity investments

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