Custodians Offer More Trust Services to BDs and RIAs
Enhancements from National Advisors, Pershing and Genworth all highlight a new custodian trend: helping advisors retain trust assets with powerful custody platforms.
Fidelity Introduces Personal Trust Services for Broker Workstation
National Financial workstation offers suite as brokers vie for $3 trillion in assets.
Pershing Augments Trust Network
Pershing LLC, a BNY Mellon company, announced Wednesday that it has enhanced its Trust Network with the additions of Comerica Bank & Trust and New York Private Trust Co. Trust Network is the open-architecture platform that enables Pershing’s introducing broker-dealer and independent RIA customers to offer their clients a wide...