Clearing and Custodial Firms
Read up on clearing and custodial firms serving RIAs and others in the wealth management arena.
Family Offices Go Digital With Pershing-Arta Deal
By Janet LevauxBNY Mellon | Pershing CEO Jim Crowley and Arta CEO Caesar Sengupta explain how the new platform could impact advisors and wealthy clients.
November 17, 2022
Industry Experts Weigh In on Fidelity's Latest Tech MovesThe updates could make Fidelity more attractive for advisors looking to switch custodians, Tim Welsh says.
November 11, 2022
Pros, Cons of Envestnet's Move Into the RIA Custody Space"The challenge is that custody is a low margin business, so it requires tremendous scale," Joel Bruckenstein said.
November 10, 2022
Envestnet to Move Into RIA Custody ServicesNew partnership with FNZ opens up multiple market opportunities for increased revenues associated with custody, Bill Crager said.
November 08, 2022
Fidelity Opens Wait List for Zero-Fee Retail Crypto TradingThe firm says invitations will be sent based on the timing of sign-ups and state eligibility.
November 02, 2022
Schwab Considers Loan Options for ClientsOne goal is to prevent advisors from introducing other firms into the client relationship, the company says.
November 01, 2022
LUMINARIES 2022 Finalists: Community Impact — FirmsAn evolution of our Broker-Dealers of the Year awards, the LUMINARIES program is now in its second year.
November 01, 2022
LUMINARIES 2022 Finalists: Community Impact — IndividualsThe Class of 2022 Finalists have been reviewed by a diverse panel of judges, and a select group of winners will be announced Nov. 17.