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  Fidelity Introduces Cloud-Based Advisor Platform

  By John Sullivan, AdvisorOne  |  April 25, 2013

  Fidelity found 39% of advisors were currently employing some form of cloud computing.

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  Wrapped Up in a Blanket: Pros and Cons of Family Blanket Policies

  By Kathleen Tierney, Chubb  |  March 17, 2013

  Family blanket policies can provide great peace of mind, consistent coverage and flexibility for HNW families, but know their limitations, like spread of geographic risk.

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  Adding Value: Getting the Best Out of Value Investing

  By Bob Clark, AdvisorOne  |  October 23, 2012

  This is a story about value investing and risk: specifically, the risk inherent in value investing and how to manage it.

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  New China: Investing in a Growing Global Leader

  By Savita Iyer-Ahrestani, AdvisorOne  |  August 21, 2012

  Fifteen years ago, when Mark Mobius, executive chairman of Templeton Emerging Markets Group, first visited China, the swath of land across from Shanghai’s historic waterfront, the Bund, just lay there.

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  Fidelity Introduces WealthCentral App for iPads

  By Marlene Y. Satter, AdvisorOne  |  January 12, 2012

  Fidelity Investments announced Thursday that it had developed an iPad app for independent advisors and family office professionals using Fidelity WealthCentral, its open technology platform.

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  Fidelity Adds Envestnet, Redtail, Others to WealthCentral Platform

  By John Sullivan, AdvisorOne  |  September 27, 2011

  Fidelity Institutional Wealth Services announced upgrades Tuesday to its WealthCentral platform for RIAs. The company said it is adding six new software choices and 'creating deeper integrations with existing applications for its independent advisor clients.'

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  Fidelity Launches iPhone and Android Mobile Trading App for RIAs

  By Joyce Hanson, AdvisorOne  |  July 12, 2011

  WealthCentral apps gives RIA users the ability to trade on mobile devices with high security, says Ed O'Brien, technology head at Fidelity's Institutional Wealth Services.

• LETTERS TO THE EDITOR: Googling Advisors, Obama's Learning Curve

  By Staff Writer  |  July 1, 2009

  What Prospects Don't Find When .... I enjoyed reading the May edition of Research Magazine. I particularly enjoyed Jane Wollman Rusoff's piece ("What Do...

• Problem Solver

  By Robert F. Keane  |  November 1, 2008

  Just about any advisor can help someone with substantial assets get his financial house in order and set up a plan for the future. Dennis...