News, Vision and Voice for
the Advisory Community
advertisement

Articles tagged "iPhone"


Schwab creates visual sugar to make the technical medicine go down with a mobile iPad app.

Seeing mobile devices win niches in immobile offices, Schwab brings its RIA data to an iPad app
The notion of a boardroom in every Starbucks is out -- now the mobility of mobile devices is just a walk down the hall

Monday 11.5.12
Steve Hirsch: We didn't want to invest in something that wouldn't be used.

Schwab finally hops on the iPhone app bandwagon -- to the iTune of 30,000 potential RIA employees
The big custodian went live on Thursday morning after a pilot with 15 advisors -- and about 18 months after Fidelity

Friday 6.29.12
In the heart of the SF financial district, the FPA uses The Palace to pull of one of the best regional events on the RIA calendar

At FPA's Norcal event, wary advisors are told how to stop worrying and love the cloud
RIABiz' editor storms The Palace at the San Fran conference, listens in on tech chiefs soothing mobile angst and checks out the after-party in an old-time saloon

Tuesday 6.5.12
WealthCentral Mobile is available for download in the Android Market

Fidelity slips in ahead of Pershing on Google phones with WealthCentral for Android
Functionality is just like the iPhone version, with no mobile trading yet

Tuesday 3.22.11
Ed O'Brien and Page Clark show off the iPhone version of WealthCentral at T3 in Weston, Fla.

Fidelity releases WealthCentral Mobile for the iPhone
Android app to come in Q1

Friday 2.18.11
Joe Stallings: Many offices around the metro area struggled to continue with business as usual.

How a big Atlanta RIA kept sledding with technology after snow paralyzed the city
Where snow shovels left off, laptops, iPads, iPhones, NetX360 and some forethought took over

Tuesday 1.25.11
Eric Clarke: It's definitely a unique approach

Orion Advisor Services goes mobile with advisor-branded apps for the iPhone and Android
App relies heavily on HTML5, in line with the trend for portfolio management mobile applications

Thursday 1.6.11
Pat Allen: The assumption was that someone would come to your site and take the time to browse it. Oh no, they won’t.

Five changes to expect in social media in 2010
Expect asset managers to play major game of catch-up in modernizing web marketing

Monday 1.4.10

From the RIABiz Directory »

The Industry Sourcebook for RIAs


Browse All Archives


2014


    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Jon Stein: We've been working on it for the last six months. We wanted to wait until tax loss harvesting and trust account support was in place.
43 shares
Fidelity and Betterment sign a deal with Steve Lockshin and Marty Bicknell as groomsmen at the altar

Brent Burns: A bond fund is simply a mutual fund that happens to own bonds (or in many cases derivatives) with no obligation to pay back anything.
15 shares
Why unconstrained bond fund skepticism is justified (think 2008, not 2013) and why RIAs should say: None of the above

Jon Jones: I'd gone full-force in terms of how to make myself replaceable; that was my goal in hiring a director of finance, hiring a director of marketing, hiring a director of technology, hiring a COO to basically take over the daily management.
7 shares
How a Deloitte breakaway built a $3.8 billion RIA rapidly in Seattle -- and why those billions moved from Schwab to Fidelity as part of the story

The forecast for the 401(k) business is bright and foggy.
5 shares
What exactly is doable for an RIA in the 401(k) business?

Bill Gross exudes personal accountability -- even amid a few eccentricities.
1 shares
The very good news that RIAs can take away from the whole Bill Gross imbroglio


Get the RIABiz Today
Email Alert »