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Articles tagged "SunGard"


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Joe Mrak: Envestnet tried to get more into our market and we're going to go right after them.

Philly buyer lays down a cool $199 million in cash to buy FolioDynamix, the better to put Envestnet firmly in its sights

The 'it' factor of the 2007 start-up was its revamped Sungard orphan software with LPL, Pershing and Cetera as anchors

September 17, 2014 at 5:20 PM

Mike Durbin: RIAs have come a long way.

Fidelity arms its RIAs for battle with white-glove brands

Pershing and Schwab are also angling for advisors game to bag some mega-clients

October 25, 2010 at 4:19 AM

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