Financial Mobility Blog

There is a lot of talk about mobile commerce and mobile transactions. Generally, these terms are being applied to banking and consumer applications. However, the current economic climate has made the bed for mobile transactions in other venues as well. Advisors, insurance agents, mortgage brokers, and...

A few weeks ago, I sat down with Bob Mazzarella , our new CEO, and former president of Fidelity Brokerage Services. The following was Bob's view on mobility spending in the advisor space. -- The ability to view a composite of market data, portfolio and performance reporting, alerts, and access to...