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Pershing X Unveils New Multicustodial Platform, Wove

Published: June 7, 2023

More than a year in the making, BNY Mellon and Pershing X have introduced their fully integrated end-to-end wealth management platform.

Source: wealthmanagement.com

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Pershing X Unveils New Multi-Custodial Platform, Wove

Published: June 6, 2023

More than a year in the making, BNY Mellon and Pershing X have introduced their fully integrated end-to-end wealth management platform.

Source: wealthmanagement.com

Related Topics:

Jim Crowley Mellon Pershing Oleg Tishkevich Ainslie Simmonds Bny Mellon Pershing Bryan Hamilton Northwestern Mutual Pershingx President Ainslie Albridge Wealth Reporting Optimal Asset Investment Management

Morningstar Debuts Direct Indexing Offering

Published: November 4, 2022

Direct Indexing portfolios will be made available through the Morningstar Wealth Platform to start.

Source: wealthmanagement.com

Related Topics:

Morningstar Sustainalytics Daniel Needham Morningstar Wealth Management Solutions Morningstar Equity Research First Trust Capital Partners Franklin Templeton Riverfront Investment Holdings Direct Indexing Investment Management Morningstar Indexes Morningstar Equity Morningstar Wealth Platform Veriti Management Optimal Asset Just Invest O Shaughnessy Asset Management

Fidelity Pilots Direct Indexing Offering for Advisors

Published: October 25, 2022

The new custom SMA offering will be broadly available to RIA, broker/dealer and family office clients in 2023.

Source: wealthmanagement.com

Related Topics:

Gary Gallagher Fidelity Investments First Trust Capital Partners Franklin Templeton Fidelity Institutional Wealth Management Advisory Solutions Cerulli Associates Parametric Portfolio Associates Riverfront Investment Holdings Fidelity Institutional Custom Fidelity Institutional Wealth Management Advisory Solutions Fidelity Institutional Veriti Management Optimal Asset Just Invest O Shaughnessy Asset Management

First Trust Buys Direct Indexing Platform Veriti

Published: July 6, 2022

Veriti, built for advisor workflows, hopes to benefit from First Trust's large and loyal advisor network.

Source: wealthmanagement.com

Related Topics:

Dave Nadig Jim Dilworth Neil Bathon David Beatty First Trust Capital Partners Franklin Templeton Cerulli Associates Research Network Parametric Portfolio Associates Riverfront Investment Holdings Veriti Management First Trust Optimal Asset Just Invest O Shaughnessy Asset Management

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