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Consider for a moment what Jobs meant to financial services. When you realize that Apple never targeted a single product at the financial services sector, it is amazing just how influential Jobs and Apple have been in our little corner of the technology world.
October 2 -
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The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.
June 19 -
After a reboot in its tech strategy, the RIA custodian is “redesigning every aspect of the advisor experience,” it says.
June 17 -
The mobile technology came in last in a new J.D. Power survey.
June 5 -
Eighty percent of advisors use portals. Many clients say they're not happy.
May 17 -
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