Pershing X Updates Wealth Management Platform
By John ManganaroThe features, including an interconnected client portal, were revealed at the firm's annual financial advisory conference.
June 06, 2024
GameStop Shares Soar as Keith Gill Schedules YouTube ReturnThe stock's price surged as much as 41% to $44.41 as of 1:45 p.m. in New York, triggering a volatility halt.
June 06, 2024
8 Reasons Retirement Has Gotten Harder for the Affluent: Michael FinkeFinancial planning clients generally live longer than the average American, adding to the financial strain of retirement.
June 06, 2024
Life and Annuity Issuers Prepare to Feast on Commercial Real EstateFew other players can buy, and S&P Global Ratings' speakers see more pain coming.
June 06, 2024
JPMorgan Wealth Unit Adds Execs From UBS and FidelityJane Bailey is now CFO of the business, while Jennifer Barrett leads content and communications.
June 06, 2024
Debate: Should Republicans Fast-Track Renewal of the 2017 Tax Cuts?Republicans in Congress are preparing a push to renew the cuts with a simple majority, using budget reconciliation.
June 06, 2024
Meta's WhatsApp Is Adding a New AI Assistant for BusinessesNew features could help businesses connect with clients, answer questions, and sell goods and services via chat.
June 06, 2024
Citi Taps Morgan Stanley Exec to Lead New Client Engagement EffortDawn Nordberg, a Morgan Stanley veteran, will join Citi in September.