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
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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