June 9, 2023

Pershing Disrupts the RIA Custodial Sector with Wove

A multi-custodial, open architecture operating system By Joel Bruckenstein, CFP In an era of rapid technological advancements and evolving investor expectations, Pershing X, a fintech business […]
June 8, 2023

BNY Mellon’s Pershing X Unveils Its New Wove Wealth Management Platform

BNY Mellon’s Pershing X, a technology provider within BNY, debuted Wove recently at the Insite Conference, wealth management platform that integrates the technology tools advisors use into a […]