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Articles tagged "Fiserv"


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Zohar Swaine: I couldn't help but wish for the inclusion of more technologies applicable to the wealth management space and RIAs in particular.

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 at 6:20 AM

Sean Gultig: It's not often in business that you get to do a mulligan.

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 at 3:32 PM

James Carney: Advisors are not a focus of their business (at CashEdge).

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 at 2:26 PM

Tom Bradley: We were very, very pleased with how we did across our advisory service business, and we’re set up well for 2010

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 at 5:42 AM

Terry Reitan: Inefficiencies can be hidden when times are good, but when markets are down, the efficiency our technology provides becomes invaluable.

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 at 5:30 AM

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