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Saturday, October 10, 2026The Morning Brief →Sign in
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Mark Tibergien

In network coverage since August 14, 2026 · 6 stories
Network coverage
move

BNY Pershing retires Wove and shifts RIA platform reset to Adam Vos

RIABiz reports the successor platform has no name and describes Adam Vos, Pershing's new RIA head, as unproven in custody.
RIA · Oct 9Ainslee Simmonds is out at BNY Pershing's RIA custody unit; Wove withdrawn
M&A · Sep 16Mallouk buys the gatekeeper seat and leaves the RIA war chest shut
Moves · Aug 24The custody layer gets its own talent war
Deals & PE · Aug 19The advisory industry is rewriting the 40/40/20 rule
RIA · Aug 14RIAs lose 2%-5% of AUM yearly to client withdrawals: Cerulli
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