News, Vision & Voice for the Advisory Community


After Switzerland's ISO endorses Fi360's AIF accreditation, CEO Bill Mueller flips the firm to Broadridge Financial Solutions for a cool $120 million--a 10-fold premium

The Pittsburgh, Pa.-based automated compliance and risk management software company has awarded the AIF designation to over 11,000 advisors since 2003

Author Brooke Southall October 11, 2019 at 3:55 AM
no description available
Bill Mueller: We're delighted to become part of Broadridge.

Related Moves

Broadridge CEO Tim Gokey gets Google Cloud's head of platform in his corner as he sets sights on wealth management cloud thunderclapper

Amit Zavery takes a Broadridge board seat as the New York firm--its shares skyrocketing in recent years--adds a wirehouse and makes wealth management a third pillar of growth

July 9, 2019 at 11:33 PM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo