Articles tagged "iPad"


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A former exec of a Swiss private bank offers his insights into the country's wealth management business and what innovations could redefine it

Gregg Robins, most recently head of UBS private banking in Russia, gives front-row insight on his industry's recent challenges but believes more of a Branson-Jobs mentality could shape its future

September 13, 2013 — 6:28 PM UTC

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

RIAs use Twitter to reflect on the life and legacy of Steve Jobs

The innovator and entrepreneur compared to Edison

October 6, 2011 — 2:56 PM UTC

Four news items for RIAs

Banks buy RIAs again; UHNW go nuts for iPads; the CFP Board gets much tougher; a big IBD gets a new president

August 26, 2011 — 5:13 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

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

What advisors care about: technology, hiring, Schwab's lawsuit against a broker hit top RIABiz stories this month

A new platform for alternative assets, plus the regulatory moves expected this year also make the list

January 17, 2011 — 4:18 PM UTC

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

January 10, 2011 — 3:01 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

How Orion Advisor Services became a mobile device pioneer and how competitors plan to react

The first-mover edge may hold for a while for Black Diamond and Orion

January 6, 2011 — 2:19 PM UTC

How 25 pieces of web content from 2010 should guide an advisor's digital approach for 2011

Top research, analysis and marketing that help humanize the financial services business are among Pat Allen's choices

January 6, 2011 — 2:19 PM UTC

Black Diamond releases BlueSky Mobile for the iPad

Leaving nothing to chance, the Florida up-and-comer is including the Apple tablets in the deal

October 20, 2010 — 6:04 AM UTC

RIABiz makes its first major capital investment -- an iPad

RIA-related iPad app reviews to come

October 19, 2010 — 3:51 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
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