Pershing takes ‘step forward’ to a password-les s future

Arizent.com The custodian’s NetX360 desktop now supports biometric authentication.

Unsubscribe View in browser FINANCIAL PLANNING 1. Pershing takes ‘step forward’ to a password-less future By Ryan W. Neal 2 min read The custodian’s NetX360 desktop now supports biometric authentication. Read More → FINANCIAL PLANNING 2. To attract RIAs, Pershing turns to alternative investments By Ryan W. Neal 3 min read New digital integrations with CAIS and iCapital make it easier for independent advisors to access private equity and hedge funds. Read More → FINANCIAL PLANNING 3. Charles Schwab, Vanguard, Robinhood outages triggered by Apple, Tesla splits 2 min read While most of the issues were resolved by midday, the interruptions sent a shudder across Wall Street. Read More → HOT MIC Transforming wealth management with the right M&A deal Q: How can advisors best evaluate potential deals that come to the table? A: “Think about what you’re risking: It’s your life’s work, it’s your clients that you care about. Make sure that if you’re selling your business, it’s going to the right platform and cultural fit … Taking on capital partners comes with risk. It’s not just upside,” says Rick D'Amico, managing partner of Merchant Credit Partners. Get the whole conversation → Raising Capital ‘We’re all the same size rectangle on the Zoom screen’ By Penny Crosman Vanessa Colella, innovation chief at Citi, says remote working has had a democratizing effect. She also touches on the types of technology Citi has been incubating, the startups it’s investing in and her efforts at fostering a culture of generosity. Read More →

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