Articles tagged "iPhone"

HeadlinePublish date

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

November 5, 2012 — 4:56 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

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

June 5, 2012 — 4:03 AM UTC

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

March 22, 2011 — 2:52 PM UTC

Fidelity releases WealthCentral Mobile for the iPhone

Android app to come in Q1

February 18, 2011 — 6:17 AM UTC

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

January 25, 2011 — 2:40 PM UTC

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

January 6, 2011 — 2:22 PM UTC

Five changes to expect in social media in 2010

Expect asset managers to play major game of catch-up in modernizing web marketing

January 4, 2010 — 5:49 AM UTC
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