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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

Author Nevin Freeman June 29, 2011 at 3:06 PM
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Sunit Bhalla: I can log into my bank in seven keystrokes.




June 26, 2014 — 8:40 AM

The Apple iPad might be synchronized with a Pc or simply a Mac, even though it’s got inbuilt mono speakers. Its structure is wonderful for the reason that of its slim mother nature that has a thickness of 0.five inches and comparatively gentle body weight of about one.5 pounds. Its back again is surely an aluminum situation and it looks the element.



June 26, 2014 — 10:05 AM

Amazon . com is basically a very best reward for anyone entrepreneurs who’ve his on-line webstore. Simply because Amazon . com may be the earth most effective and huge on-line platform for business. Entrepreneur usually searches new ways so which they enhance their products market, this is often win the half fight to operate the successful business. As well as for this you will need to sector your internet site very popular websites appointments together with your webstore. Everybody recognizes that attraction catch the fascination and on top of that it encourage exceptional site visitors to go to and in this article Amazon . com webstore style services will allow you to develop amazing webstore. In todayss era on the web on the web presence is essential ,it increase the traffic to your Webstore.

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September 30, 2023 at 2:31 AM

Oisín's Doubletakes: Clara Shih returns to Salesforce after 11-year hiatus • Focus reloads for M&A with $500 million debt raise, taking its credit north of $1.5 billion • Goldman Sach's 2020 partners list looks less homogenous -- even 'accretive' of women

Former HearSay CEO returns to her mother corporation • Focus Financial Partners debt levels soar 50% on fresh debt issuance • Goldman adds diversity, but snubs Marcus partnerships

February 6, 2021 at 2:39 AM

Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

July 23, 2020 at 1:42 AM

Oisín's Bits: Wealthfront drops old mission statement, declares war on institutions and emphasizes banking future • Seeking Utah charter, Edward Jones may become largest bank in US by branch count • After Advent chief leaves, Black Diamond head steps up

Andy Rachleff cans the old 'democratizing' mission statement at his robo; The 14,200 one-man Ed Jones branches may become branch banks; Steve Leivent consolidates power at SS&C.

July 3, 2020 at 1:12 AM

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Mentioned in this article:

CRM Software
Top Executive: Marc Benioff

Redtail Technology
CRM Software
Top Executive: Brian McLaughlin

Consulting Firm
Top Executive: Bill Winterberg

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina

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