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The iPad for Financial Advisers and Wealth Managers
I’ve had my Apple iPad for about 72 hours and am ready to post my overall reaction to the product and specifically address how I believe financial advisers and wealth managers can use the device in...
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Wealth management? There’s an app for that…
Bill was interviewed last week by Reuters about how financial advisers and wealth managers are using iPads in their practices. Click here to read the article, Wealth management? There’s an app for that...
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