Technology

In addition, the firm announces a new integration with Genivity meant to help advisors working with clients on planning for healthcare costs later in life.

Advisors need integrations to be strong across the important parts of the value chain, says Pershing.

Model portfolios, referrals from Merrill Edge and tapping into "overlap" with Bank of America's commercial unit were driving advisor efficiencies and bringing in record numbers of new clients.

On June 21, the Financial Action Task Force will publish a note to clarify how participating nations should oversee virtual assets.

The acquisition, Salesforce's largest deal to date, will further intensify the firm's rivalry with Microsoft.

Multiple reports have cited a date less than two weeks away for the debut of Facebook's stablecoin.

The financial services company is making "a powerful and scalable Python library," called STUMPY, available to the greater programming community.