mobile tools

  • 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.

  • McCann Is Top UBS Americas Exec

    By Janet Levaux  |  December 26, 2011

    UBS recently made Bob McCann head of UBS’ operations in the Americas and reassigned Philip Lofts to the post of chief risk officer for the Swiss-based firm. Maureen Miskovic, who had been chief risk officer for UBS since early 2010, left the firm.