BNY Pershing’s Post

We acknowledged a “moment” at our INSITE24 conference for wealth management. A moment where: Firms are tired of paying to connect the data layer and experience layer for their home office, advisors and investors. Everyone wants all their investment products on one platform that can be folded into client portfolios and them traded and reported on seamlessly. Firms are seeing that clients will increasingly give up on you if you make them log into disconnected portals. The realization that the only way to really grow organically (double digit levels) is to make advisors and their staff more productive. The acknowledgment that a “sparkly feature” may shine at the beginning but thoughtfully connected data and workflows are what really get the job done. And that “best in breed” strategy fails if the system doesn’t get the jobs done..easily. It’s the beginning of a wealth management revolution. And BNY Pershing is 👏 here 👏 for 👏 it. #advisors #wealthmanagement #ria #wealthtech #advisortech #fintech #wealthmanagers #pershingx

Morgan Stanley Broker Norman Killop Faces Fourth Investor Dispute : New details have recently emerged about Norman Killop, a prominent broker currently registered with one of the leading brokerage firms Morgan Stanley. This narrative serves as a reminder of the caution necessary in the era of financial investing and reaffirms the important role of disclosure and transparency in this sector. The latest chapter in Killop’s […] https://lnkd.in/eKgXJTc8

Great reminder from Dimensional Fund Advisors today 🗝 Uncertainty Creates Opportunity 🗝 Plan, Don't Predict 🗝 Flexibility Adds Value 🗝 Harness the Power of Compounding 🗝 Control What You Can Control 🗝 Tune Out the Noise #investingmadeeffortless Radix Financial, LLC

Aether Holdings' SentimenTraderis making headlines: There have been no fewer than 10 articles published in major financial news outlets, like Bloomberg, CNBC and Yahoo! Finance that feature insights, ideas and data derived directly from SentimenTrader. Take for example, this one by Martin Pelletier at Financial Post titled, "Markets have turned into a one-trick pony — and that doesn't bode well." https://bit.ly/3Uv1yoc #stocknewsletters #financialresearch #investing #investors #markettrends #sentimentrader #stockmarket #fintech #tradingplatforms #selfdirectedinvesting #investmentnewsletters #investingideas #stockpicks #retailinvesting #retailinvestor #financialmedia

Each investor journey is unique, but they often share a common goal: seeking financial security amidst life’s uncertainties. This is also what started Brett’s journey with Merx: https://lnkd.in/gWKXfCia †Investors must qualify as Wholesale Investors as that term is defined in sections 3(2)(a) – (c) or 3(3)(a) of Schedule 1 of the Financial Markets Conduct Act 2013 (“FMCA”). The Fund is not suitable for retail investors.

Good morning from a very wet New York! In this weeks #VLOG I share details of : - NEW Signals Panel Participants - Guest Speaker Announcement - New Product Developments - SEC Policy Changes - Latest episode of 'THE PEOPLE OF PRIVATE CAPITAL' What a week! Have a great week everyone. 👋 #Signals #PrivateCapital #PrivateEquity #VentureCapital #AssetClass #plaid

The latest edition of Harrington Star's The Financial Technologist is now available, featuring exclusive insights from Marvelsoft's COO, Dino Dedic. In his article titled "Slowing down broker extinction," Dino Dedic delves into the complexities of the brokerage landscape, offering meticulous strategies tailored for smaller broker groups to navigate and thrive amidst global consolidation. Thanks to Harrington Starr for featuring us in this issue: https://lnkd.in/dGWQYgvD #TheFinancialTechnologist #FinTech #FinTechNews

#BufferAnnuity Explore the essential insights into Buffer Annuities – a unique financial instrument combining features of variable and indexed annuities. Learn about their structure, working mechanism, and considerations, empowering you to make informed decisions about your financial future.

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