June 14, 2019

BNY Mellon’s Pershing Expands Offerings in the Latin American Market

BNY Mellon’s Pershing (“Pershing”) announced new solutions designed to help broker-dealers and advisors capitalize on the opportunities in the fast-growing Latin American market. Lockwood Offshore Asset […]
March 28, 2019

OS33 Enters Into Cybersecurity Partnership with Financial Services Institute (FSI)

Workplace by OS33 has joined alongside Pershing, Fidelity and Broadridge as an Ambassador Sponsor of FSI. In addition, Workplace by OS33 has agreed to be an […]
May 11, 2016

Marstone and Pershing complete platform integration; Currently onboarding institutional clients onto Powered by Marstone™

MARSTONE, Inc. today announced the launch of Powered by Marstone™, an innovative digital wealth management solution currently onboarding financial institutions and their clients. Powered by Marstone […]
May 11, 2016

Technology Brief – Marstone

Last week, Pershing’s Mark Tibergien announced that his firm is adding three B2B robo providers to its list of integration partners. The three are Vanare, SigFig, […]
March 28, 2016

Insights from a New Pershing/Aite Digital Advisor Study

Pershing just released a new study entitled “The Emerging Digital Advisor” in collaboration with Aite, an independent research firm. The study highlights five things that readers […]