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 their practice.
The Executive Summary
- What: Apple iPad Wifi 16GB
- Pros: Elegant design, sleek & attractive, easy touch interface with nearly no learning curve, 10+ hour battery life
- Cons: (Besides the 13 referenced below) No native file explorer, editing existing documents is a convoluted process.
- Takeaway: The iPad can compliment a paperless office, enhance meetings with clients, and provide a single source to access print and online media if you’re willing to work within the limitations of existing apps.
The Review for Financial Advisers & Wealth Managers
What you won’t find in this review are the general statements about the iPad’s cool features (like iBooks, pinch-zooming, etc.) and the drawbacks (no multitasking, no USB ports, etc.) of the device. Instead, you’ll find my take on how I believe advisers and wealth managers can use the new tablet computer to enhance their daily lives.
If you still feel like you need the basic pros and cons overview of the device, here are two links, one in favor of the iPad’s potential to change computing, and one painstakingly detailed on the drawbacks of the device.
With that out of the way, let’s explore the ways I see advisers using the iPad.
Boy, if there’s one thing I hate about the arrival of the end of the year, it’s the last-minute tax-related agendas Congress mulls around. 
In case you missed it (like I did), the 
If you haven’t done so already, read the Business Insight section of today’s Wall Street Journal. Look for the article titled Get Rid of the Performance Review! by Samuel A. Culbert.
