Articles tagged "Fiserv"
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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