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Startup Dakota Wealth Management Picks Pershing Advisor Solutions

June 5, 2018 by FTF News

Startup Dakota Wealth Management Picks Pershing Advisor Solutions

New Firm Taps Pershing Advisor Solutions   BNY Mellon’s Pershing Advisor Solutions has been picked as a custody partner for Dakota Wealth Management, a newly launched investment management firm. Dakota, headquartered in Palm Beach Gardens, Florida, currently manages $600 million in client assets, according to a statement, which notes that the average registered investment advisor… Read More >>

Filed Under: Securities Operations, Buy-Side, Data Management, Middle-Office, Ops Automation, Risk Management, Governance, FinTech Trends, Back-Office, Integration, Standards, Regulation & Compliance, Derivatives, Regulatory Compliance, Regulatory Reporting, Industry News Tagged With: automation, back office, Buy-side, CME Group, Dakota Wealth Management, data management, derivatives, FinTech Ops, governance, IHS Markit, Industry News, integration, MarkitSERV, middle office, MiFID II, operational risk, Pershing, regulation, Regulation & Compliance, regulatory reporting, risk management, Securities Operations, Standards, TORA

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