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Articles tagged "Bill Winterberg"

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Sunit Bhalla: I can log into my bank in seven keystrokes.

How one RIA is running his practice on a Mac and finding it totally doable

Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop

June 29, 2011 at 3:06 PM
Jon Patullo says that advisors will be able to test TD Ameritrade's iPad app next month at the national conference.

(Updated April 11) Fidelity, Schwab and TD Ameritrade prep for arms race in mobile technology for advisors

Pershing appears to have a lead in this area

April 11, 2011 at 1:41 PM
Gregory T. Friedman: We weren't looking like market leaders.

Junxure moving to the cloud amid market pressures

In an unusual move, CRM Software's Greg Friedman pre-announces the product release by nearly a year

March 23, 2011 at 2:18 PM
Mike Golaszewski: One of the things that brought me 3,000 miles across the country (from Schwab) was that Pershing actually does a really good job of knowing where the puck’s going.

Pershing keeps ahead in the mobile space with an Android app and mobile trading

The adoption rate by advisors is still very small but the big clearing is undeterred

March 15, 2011 at 12:30 PM
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