AdviceAmerica

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  New Fiserv President Cheryl Nash Looks to Stay on Top of Tech Trends

  By Joyce Hanson, AdvisorOne  |  January 12, 2012

  Cheryl Nash says that her understanding of what the client needs has changed vastly since she became the new president of Fiserv Inc.’s Investment Services division two months ago.

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  USAA Picks AdviceAmerica Technology for Veterans’ Retirement Plans

  By Joyce Hanson, AdvisorOne  |  November 11, 2010

  As the nation observed Veterans Day on Thursday, USAA announced that it would do more to help veterans by offering them a new online retirement savings and distribution tool.

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  Aite Rates Best Software for Advisors

  By Joyce Hanson, AdvisorOne  |  October 26, 2010

  As advisors grow more reliant than ever on software to track their clients' accounts, Aite Group has released a report that rates 11 major technology players' financial planning platforms.

• Aite's Best Financial Planning Software for Advisors

  By Joyce Hanson, AdvisorOne  |  October 25, 2010

  As advisors grow more reliant on software --and as the choice of products has grown at a mind-bogglingly fast rate--Aite Group has released a report rating 11 firms' financial planning platforms.

• Apple's iPad Wins Favor With Advisors, Says FiServ-AdviceAmerica 'Tech Geek'

  By Joyce Hanson, AdvisorOne  |  August 25, 2010

  Companies such as Fiserv, Pershing, Thomson Reuters, and Morningstar all offer advisors entry into the digital world of database management. The latest in popular gadgetry? Apple's iPad.

• Cheryl Nash and Purna Pareek of Fiserv: The Weekend Interview

  By James J. Green, AdvisorOne, Joyce Hanson, AdvisorOne  |  July 6, 2010

  The strategy behind Fiserv's acquisition of AdviceAmerica, and future plans.

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  Fiserv's Nash and Pareek on AdviceAmerica: The Weekend Interview

  By James J. Green, AdvisorOne, Joyce Hanson, AdvisorOne  |  July 2, 2010

  The strategy behind Fiserv's acquisition of AdviceAmerica, and future plans.

• Fiserv Acquires AdviceAmerica, a Financial Planning Software Firm

  By John Sullivan, AdvisorOne  |  June 7, 2010

  In a further sign that technology integration is a key to advisor success, financial services technology firm Fiserv, Inc., based in Denver, announced June 7, that it has acquired AdviceAmerica, a provider of integrated advisor software.

• High-Tech Retirement Solution

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  September 27, 2006

  The use of technology in the financial advisory business has steadily become more and more widespread, and over the past couple of years, new providers of have been entering the field with a range of Web-based and application-based technological solutions to make advisors' work more efficient and productive.