Financial planning managers for retirees and others might get the green light and new guardrails from federal officials, helping them include alternative assets, such as private equity, real estate, and digital assets, in 401(k) portfolios, as President Donald J. Trump recently signed an executive order (EO) to that effect. “More than 90 million Americans participate… Read More >>
Future Capital & SS&C’s Black Diamond Integrate Platforms
Future Capital, a registered investment advisor (RIA) based in Chattanooga, Tenn., is working with SS&C’s Black Diamond Wealth Platform on a technology integration effort intended to help advisors manage held-away retirement assets as part of an overall wealth management strategy, officials say. “Through this collaboration, Future Capital’s recently launched Construct platform will be integrated into… Read More >>
Pershing Clients to Get Help with Digital Moves
BNY Mellon’s Pershing will be launching initiatives this year to help its clients speed up their digitization of business models and thus update how they interact with Pershing’s services — all for a more efficient and better client experience, officials say. Pershing and its affiliates offer clearing and custody, investment and retirement solutions, technology, enterprise… Read More >>
