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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

Author Brooke Southall June 29, 2012 at 4:37 AM
Admin:
no description available
Steve Hirsch: We didn't want to invest in something that wouldn't be used.

Bill Winterberg

Bill Winterberg

June 29, 2012 — 2:01 PM

Both Fidelity Institutional Wealth Services and TD Ameritrade Institutional support trading on their iPad apps for advisors, and have for months now, yet “Schwab does not yet have trading on the drawing board?”

This is a missed opportunity for Schwab Advisor Services.


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A canary in the coal mine, Amy Richardson left Charles Schwab & Co. for an RIA -- before the 2,000 layoffs -- now a robust job market is saving the Schwab diaspora, she says

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December 20, 2023 at 1:52 AM

Joanna Rotenberg is departing Fidelity Investments after only two years, writing that she traveled 20,000 miles and successfully split her retail division into wealth and brokerage units

At her hire, analysts were adamant the head of Fidelity retail had 'big shoes to fill' to replace legendary Kathleen Murphy and her task of 'digitiizing' retail was no small ask

December 16, 2023 at 2:22 AM

See more related moves

Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally



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