Mobility usage is expected to grow from being regarded as a tactical tool to a strategic weapon where advisors can evolve their role from being transaction-centric to more consultative and collaborative. This whitepaper examines the usage of wireless handheld devices within the US Retail Brokerage industry with a focus on financial advisors. Learn how brokerage firms can get increased ROI and low TCO by extending their existing applications into the mobile environment and see how a mobile device can meet users technical and functional needs.

Key Topics/Learning Outcomes:

• Usage of wireless within the industry
• Mobile spending within the industry
• Barriers to adoption
• Increasing ROI and lower TCO