Luma Financial Technologies is helping more advisors get access to its annuity management capabilities through a new partnership. The platform provider announced a collaboration with BNY Mellon's ...

BondWise SM is designed to help advisors trade bonds and other fixed income securities in minutes on BNY Mellon Pershing's NetX360®+ financial management platform. There has been a need in the ...

New York-based Vestorly has landed its first custody/clearing firm and largest client yet, with Pershing putting the start-up’s digital content marketing tool on its NetX360 technology platform this ...

Luma Financial Technologies will make its annuity products available to advisors at BNY Mellon Pershing, the companies announced. Advisors who use the NetX360+ platform will have access to Luma’s ...

With digital capabilities becoming more de rigueur in the wealth management business, Pershing LLC has stepped up its game with the launch of a suite of technology options that provide financial ...

With the advent of trends such as technology-driven automation and fiduciary and fee-only arrangements between advisors and clients, mass affluent investors are increasingly interested in managed ...