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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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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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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.
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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...
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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...