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Articles tagged "iPad"


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Gregg Robins:  It is true that there was often more 'private' than 'banking,' and Swiss bankers were more often consummate relationship people rather than rigorous bankers.

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 at 6:28 PM

Schwab creates visual sugar to make the technical medicine go down with a mobile iPad app.

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 at 4:56 AM

Steve Hirsch: We didn't want to invest in something that wouldn't be used.

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 at 4:37 AM

Taylor Carrigan, visual and user interface designer at Apple: "I feel sick and my heart is pounding. Everything about this is heartbreaking."

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

The innovator and entrepreneur compared to Edison

October 6, 2011 at 2:56 PM

Jerry Murphy is taking the FSC helm.

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 at 5:13 AM

Sunit Bhalla: I can log into my bank in seven keystrokes.

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 at 3:06 PM

Joe Stallings: Many offices around the metro area struggled to continue with business as usual.

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 at 2:40 PM

The Top 10 on RIABiz last month included a story about Charles Goldman.

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 at 4:18 PM

David Wisehaupt: It's "the greatest utility that I have owned in my business life."

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 at 3:01 PM

Eric Clarke: It's definitely a unique approach

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 at 2:22 PM

Aaron Grey: People working with us don’t have to sacrifice anything in terms of life’s little conveniences.

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 at 2:19 PM

Pat Allen: My favorite content from the year broke new ground, introduced new ideas, deepened my understanding or changed my mind.

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 at 2:19 PM

Eric Higginbotham explained that his company has many technological objectives but the iPad app won priority status.

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 at 6:04 AM

Nevin and Brooke with the $660 purchase.
October 19, 2010 at 3:51 AM

The Apple iPad: a fancy toy, or an efficiency game-changer?

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 at 6:48 AM

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