Carolyn Armitage, former managing director at M&A consultants Echelon Partners, will lead the independent advisor platform, currently with 180 advisors.
The custody and clearing firm is launching NetXServices, designed for easier connectivity to Pershing data and technical support. It signals a new phase in custodian tech, says an analyst.
Financial advisors are shifting their strategies around emerging markets equities to help clients better take advantage of the potential growth opportunities.
BlockFi Prime, which will be available to clients including asset managers, family offices, hedge funds, private equity firms and corporate entities, will feature real-time quotes and 24-hour delayed settlement.
Many firms look to take advantage of new technologies to advance their business—but the digital transformation process is as much about strategy as technology.
This presentation is designed to help financial professionals develop retirement income strategies that retirees will understand and embrace. Attend on June 16th at 2pm ET / 11am PT.
