by Patrick M. Kelly | Sep 30, 2011 | Financial Recruiting Industry
In order to better address clients’ needs and reduce management layers, BofA’s Merrill Lynch wealth management executive John Thiel outlined a new structure which will include eleven new regional markets. The decision to restructure the regions from four to eleven has...
by Patrick M. Kelly | Sep 27, 2011 | Financial Recruiting Industry, Financial Services Industry, Wall Street
So what will the fallout be for UBS with the latest scandal and negative news? Well, although there won’t be any compensation changes for financial advisors as a result of the trading loss of $2.3 billion, in all probability there will be other far reaching losses. No...
by Patrick M. Kelly | Sep 22, 2011 | Social Media
There are 10,000 registered users of linkedFA, a social networking site for financial advisors which is compliant with SEC regulations, and users are now able to access the latest corporate earnings releases, comment on them and distribute them to their clients and...
by Patrick M. Kelly | Sep 19, 2011 | Financial Recruiting Industry, Hiring
Spend more to make more? Usually a sound business practice and one which many top producing Financial Advisors are adhering to. More and more, we financial advisor recruiters are finding “teams” versus individuals who may be looking to move. Hiring a Team to Grow...
by Patrick M. Kelly | Sep 16, 2011 | Social Media
Am always looking for ways to improve our website at www.willis-consulting.com, and the more new sites I look at, the more I am seeing video enhancements. Definitely something I am considering after looking at some recent stats from emarketer.com. Business people...