Articles tagged "Fiserv"
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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.
March 15, 2024 at 11:34 PM
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.
January 23, 2024 at 2:07 AM
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
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
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
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
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
