Tag

Fiserv

7 articles

Articles tagged "Fiserv"

Mar 15, 2024

Jeff Yabuki puts InvestCloud 'brand identity' under McKinsey & Co. review and signals that no job is safe as Pete Hess exits: report

The 64-year-old InvestCloud CEO got dragged out of the Motive boardroom to reclaim control of the private equity firm's ROI -- and he's proving that nothing is sacred.

Jeff Yabuki, ex-Fiserv CEO, completes a clean sweep of 'InvestCloud' to a Fiserv-esque future.

Jan 23, 2024

After three years -- and $2.5 billion -- trying to make an Envestnet killer out of InvestCloud, Motive Partners goes owner-operator when CEO search comes up empty

Motive hopes Jeff Yabuki, 66, can restore magic after old InvestCloud management put the 'icing before the cake' in the eyes of one analyst.

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

May 2, 2014

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

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

Mar 14, 2012

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

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

Jul 7, 2011

Fiserv purchase of CashEdge could affect account aggregation space

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

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

Feb 3, 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

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

Jan 5, 2010

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

— There are no additional results —

Fiserv

Articles tagged "Fiserv"

Jeff Yabuki puts InvestCloud 'brand identity' under McKinsey & Co. review and signals that no job is safe as Pete Hess exits: report

After three years -- and $2.5 billion -- trying to make an Envestnet killer out of InvestCloud, Motive Partners goes owner-operator when CEO search comes up empty

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

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

Fiserv purchase of CashEdge could affect account aggregation space

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

How a small RIA custodian is making big waves

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect