Articles tagged "Fiserv"


HeadlinePublish date

How the RIA business made a dent at the 2014 Finovate conference in San Jose

Personal Capital and Motif presented and United Capital was there in force

May 2, 2014 — 6:20 AM UTC

Ex-Fiserv executives bid to create a new force in RIA custody by taking the Equity Trust bull by the horns

The year-old Denver-based firm touts technology cost savings via its Orion-driven platform

March 14, 2012 — 3:32 PM UTC

Fiserv purchase of CashEdge could affect account aggregation space

$465 million deal is mostly a payment processing technology-grab, according to ByAllAccounts

July 7, 2011 — 2:26 PM UTC

Where TD Ameritrade has come since its 2006 merger and where it is headed in 2010

The Jersey City-based custodian keeps finding ways to grow, improve and land on its feet

February 3, 2010 — 5:42 AM UTC

How a small RIA custodian is making big waves

Trust Company of America invested heavily in technology to make RIAs efficient with an array of advisory representatives

January 5, 2010 — 5:30 AM UTC
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