Fidelity National Agrees to Buy SunGard for $9.1 Billion
The deal combines a banking and payment firm with a software maker, while pushing Fidelity into the wealth space.
Best & Worst U.S. Companies for 401(k) Benefits
Bloomberg ranked the 250 biggest companies in the U.S. on who offers the most generous 401(k) matches.
5 SEC Exam Red Flags: Tom Giachetti
Even your building's cleaning staff can pose a compliance problem, the securities attorney warns.
Advent Launches New Platforms, Logo at Confab
Meanwhile, SunGard rolls out a portfolio management tool that lets advisors compare financial projections with actual performance.
Relocation Expert Warns California’s Tax Hikes Will Push Out More Businesses
Business relocation coach Joseph Vranich warns a further increase in taxes for the 48th-ranked state in terms of tax burden (according to the Tax Foundation) will only exacerbate California's financial woes.
Schwab New Business Will Offer Integrated Services Platform to Advisors
Schwab Intelligent Technologies will offer products and services to Schwab- and non-Schwab affiliated advisors.
Junxure Expands CRM Offerings With Range of Consulting Services
Users of CRM software will get best-practices help from Junxure consultants on implementation and adoption.