Articles tagged "SunGard"
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
Fidelity arms its RIAs for battle with white-glove brands
Pershing and Schwab are also angling for advisors game to bag some mega-clients