Articles tagged "Apple"


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How RIAs should digest warnings about 'Shell Shock' and its lethal threat to all things Linux

On a scale of one to 10 the just-disclosed computer 'exploit' is a 10 because Linux is what the cloud lives by

September 25, 2014 — 10:44 PM UTC

Andy Rachleff is out as CEO of Wealthfront as former LinkedIn star takes his place

The founder of the Silicon Valley online RIA steps aside to make way for Adam Nash

January 30, 2014 — 3:20 PM UTC

Why Schwab handed Facebook and Apple 'F' ratings -- and why advisors seem unfazed

Clients may be perturbed by the flunking grades meted out to the popular Silicon Valley firms even as some RIAs discount the data as 'backward-looking'

January 21, 2013 — 2:53 AM UTC

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

June 29, 2012 — 4:37 AM UTC

How one RIA is running his practice on a Mac and finding it totally doable

Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop

June 29, 2011 — 3:06 PM UTC

What Target, Apple and Whole Foods tell us about Black Friday and our economy

Stores are opening in the wee hours and slashing prices but will it boost the economy?

November 26, 2010 — 4:36 AM UTC

HighTower Advisors and United Capital seek to stamp out wirehouse feel by embracing Apple technology

The aggregators see risk in standing pat with PC technology when advisors use Macs at home

May 6, 2010 — 6:28 AM UTC

Bill Winterberg outlines the potential benefits and shortcomings of the Apple iPad for advisors

Most software companies and publications serving the market have yet to develop apps

April 8, 2010 — 6:48 AM UTC

What I learned about E*TRADE, Bank of America, Google and the Bubble Lounge during pre-holiday conversations

Just because a wirehouse broker doesn't win the account doesn't mean that another advisor will

December 22, 2009 — 4:41 AM UTC
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