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By Marlene Y. Satter, AdvisorOne |
October 17, 2012
This week in new hires, MFS Investment Management welcomed Philip Stewart and promoted David Bryant; Leslie Voth was named CEO at Pitcairn; and Michael Millman joined U.S. Bank’s Private Client Reserve in San Francisco.
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By Joyce Hanson, AdvisorOne |
September 13, 2012
Compliance issues be damned: tech entrepreneurs are moving full speed ahead into the finance space with social networking and mobile apps.
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By James J. Green, AdvisorOne |
March 19, 2012
Fiserv announced Monday a new Web-based tool called Retirement Illustrator, a interactive retirement income planning tool for its affiliated advisors to forecast the range of performance outcomes of a retirement portfolio.
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By Gil Weinreich, AdvisorOne |
January 19, 2012
An industry analyst predicts that several of the wirehouse brokerage firms will soon be entering the independent broker-dealer market—a bold forecast given the wirehouses’ longtime stance against the practice.
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By Gil Weinreich, AdvisorOne |
January 18, 2012
Wirehouses are continuing to lose ground in asset management market share, but do they even care? A new report from financial services industry research firm Cerulli projects that the four biggest brokerage firms will remain the largest distribution channel by a factor of nearly two.
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By Danielle Andrus, AdvisorOne |
February 3, 2011
Fiserv reported Thursday modest increases in revenue for the fourth quarter and for full-year 2010.
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By Joyce Hanson, AdvisorOne |
January 18, 2011
AdvisorOne presents a calendar marking expected fourth-quarter 2010 earnings dates for firms of greatest interest to financial advisors.
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By Janet Levaux, AdvisorOne |
October 26, 2010
Internal growth in the financial segment was 2% for the technology and services provider.
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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.
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By Janet Levaux, AdvisorOne |
July 27, 2010
Fiserv (FISV) said Tuesday, July 27, its non-adjusted revenue rose to $1.02 billion in the second quarter from $1 billion in last year's second quarter, while adjusted sales grew 2% to $970 million.