News, Vision & Voice for the Advisory Community


Advisor Tested: iPad proves ideal for advisors on-the-go; the surprise is the effect on clients

The rock star of the mobile world evolves into a tool for reassurance and retention

Author Judy Messina January 10, 2011 at 3:01 PM
no description available
David Wisehaupt: It's "the greatest utility that I have owned in my business life."




February 24, 2012 — 8:22 PM

I rally encourage trying StoryDesk.

Easy to use, dynamic presentations and pitchbooks at Enterprise level.

Built in back end analytics, so marketing can be measurable. Content adjusted and updated remotely via HQ


Aaron Tanner

Aaron Tanner

August 2, 2012 — 5:17 PM

How secure is client information on an iPad compared to a Laptop if it falls into the wrong hands? Better, worse, or same?

Related Moves

August 15, 2019 at 7:58 PM

New-look Hightower hires Abby Salameh and takes a 'Hurley-style' stake in a $4.8 billion DFA RIA

The Chicago roll-up gets a chief marketing officer who gets RIAs as it becomes part-Dynasty, part- Fiduciary Network in adopting a very 2019 deal structure for LourdMurray

May 3, 2019 at 7:11 PM

Bob Oros starts his CEO life at HighTower Advisors with a town hall meeting and clear authority

The former Fidelity RIA chief now runs his formerly largest RIA client, from Chicago, and with Elliot Weissbluth as chairman, 'inorganic' asset and 'evangelist'

January 8, 2019 at 3:09 AM

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