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BNY Pershing

In network coverage since September 29, 2026 · 16+ stories

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Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak as BofA downgrades Ameriprise

The self-funded Palm Beach Gardens firm opens with 48 professionals and dual custody at Charles Schwab and BNY Pershing.

RIA · Oct 20Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak in Palm Beach Gardens

move · Oct 19Two JPMorgan advisors leave with $18.6B to launch self-funded Latigo Peak

Moves · Oct 19Jim Atwood and Phil Scott leave JPMorgan to launch $18.6B RIA Latigo Peak

Moves · Oct 19Scott and Atwood leave J.P. Morgan Advisors, where they managed $18.6B, to launch Latigo Peak Partners

move · Oct 13State Street launches Apex-powered RIA custody unit for $1 billion-plus RIAs

The Close · Oct 11Adam Vos takes over BNY Pershing's RIA custody unit as Wove is withdrawn

The Close · Oct 10Adam Vos takes BNY Pershing's RIA custody unit as Wove is withdrawn

advisor_note · Oct 10Orion quotes vendors up to $20,000 a month for platform data

move · Oct 9BNY Pershing retires Wove and shifts RIA platform reset to Adam Vos

RIA · Oct 9Ainslee Simmonds is out at BNY Pershing's RIA custody unit; Wove withdrawn

move · Oct 7Fidelity gives RIAs under $100 million until June 2027 to leave custody

Features · Sep 30BNY Pershing retires Wove, folds it into wealth unit as Fitch lists cash-rate winners

The Close · Sep 29Merrill prices shelf access at up to $1.4 million as Raymond James embeds alternatives

practice · Sep 29BNY Pershing folds Wove into Adam Vos's wealth solutions unit

RIA · Sep 29BNY Pershing retires the Wove brand and folds platform into wealth solutions

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