Technology

More than a year in the making, BNY Mellon and Pershing X have introduced their fully integrated end-to-end wealth management platform.

The SEC claims Coinbase, the largest US crypto platform, evaded regulations by letting users trade numerous crypto tokens that were actually unregistered securities.

The partnership between the alternative investment platform and the asset management firm aims to give advisors access to structure note strategies via SMAs.

Even as OpenAI’s GPT-4 integrates into existing applications, many advisors are heading straight to the source, buying subscriptions of the open platforms to enhance their business. Others see more profound disruptions.

The SEC filed 13 charges against the cryptocurrency exchange and its CEO, claiming they flouted investor protection rules by operating unregistered exchanges, misrepresenting trading controls and selling unregistered securities, among other...

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SIFA was built specifically to automate ongoing communications between advisors and their clients.

Portrait will be able to answer any question or perform the typical tasks one would ask of a junior analyst at a hedge fund, including finding investment ideas, building financial models and creating pitch decks.