Financial advisors polled by Aite Group said they preferred using iPads and iPhones over BlackBerry devices, according to a report released Thursday.
The survey of 402 advisors found that 45% would choose an Apple iPad (26%) or iPhone (, while 15% percent would pick an Android phone and 14% a BlackBerry for their mobile communications–if their firms gave them the chance to switch technology. At present, some 30% of advisors carry a Blackberry, 24% an iPhone, 17% an Android phone and 10% an iPad.
“Wealth management firms are clearly late to the game, and most firms still struggle to define a fitting mobile strategy,” said Alois Pirker, research director with Aite Group and author of the report, in a statement.
“At a time when switching firms has become a frequent occurrence for financial advisors, wealth management firms must be sure to understand advisors’ technological needs in order to retain valued producers,” continued Pirker.
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The study, based on research conducted in March, found that using mobile devices was increasingly important to advisers, many of whom service clients who have hand-held devices and online access brokerage services.
Nearly half the advisors surveyed, or 43%, said having mobile access to business applications was “important” or “very important” to them in 2011. About one-third, or 33%, stated that they were “neutral” in mobile technology, and 23% said the IT issue was of little or no importance to them.