July 15, 2024
Pershing has worked with Osaic, one of the nation’s largest providers of wealth management solutions, since the firm’s founding and is now supporting the consolidation of nearly $200B in assets under custody that Osaic broker-dealers have with Pershing. Arete Wealth, an independent broker-dealer and RIA, also announced it has expanded its clearing and custody relationship with Pershing, as well as selected Wove for its advisors.