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Private Wealth Daily
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Adam Vos

BNY Pershing · Reported Oct 11
In network coverage since September 29, 2026 · 7 stories
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Recruiting & transitions

State Street launches Apex-powered RIA custody unit for $1 billion-plus RIAs

The Boston bank is targeting RIAs managing more than $1 billion with the service, re-entering a custody business it left five years ago, RIABiz reported.
The Close · Oct 11Adam Vos takes over BNY Pershing's RIA custody unit as Wove is withdrawn
The Close · Oct 10Adam Vos takes BNY Pershing's RIA custody unit as Wove is withdrawn
The Advisor's Note · Oct 10Orion quotes vendors up to $20,000 a month for platform data
Recruiting & transitions · 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RIA · Oct 9Ainslee Simmonds is out at BNY Pershing's RIA custody unit; Wove withdrawn
RIA · Sep 29BNY Pershing retires the Wove brand and folds platform into wealth solutions
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