Week's Best: 10 to Watch in Wealth Management Next Year
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Integrity will use the firm's new Wove wealth management platform to help its network of wealth management professionals manage more than $40 billion of assets. NEW YORK, Oct. 4, 2023 /PRNewswire/...
Plus, ChatGPT managed portfolios and Smarsh gets a new CTO.
More than a year in the making, BNY Mellon and Pershing X have introduced their fully integrated end-to-end wealth management platform.
/PRNewswire/ -- BNY Mellon's Pershing X, a technology provider within BNY Mellon | Pershing (NYSE: BK), announced collaborations today with Salesforce, the...