by Patrick M. Kelly | May 29, 2012 | Financial Recruiting Industry, Hiring
Program Managers — the essential and crucial link between financial advisors and their bank investment program are interviewed and scrutinized in OnWallStreet’s report “The Top 20 Program Managers” by Conrad, Correia, Barack and Sheehan on May 1. The Program...
by Patrick M. Kelly | May 24, 2012 | Women Financial Advisors
Women Advisors Forum is a social network for women financial advisors, and the Women Advisors Forum Dallas is one of six unique and thought-provoking events designed exclusively for women in the advisory business either in one of the major wirehoues, regional...
by Patrick M. Kelly | May 21, 2012 | Dodd Frank, Volcker Rule
For months, large banks have been attempting to dial back the Volcker Rule, which was included in the Dodd-Frank Act and bans proprietary trading, arguing that regulators’ first proposal to implement it was unworkable. And until Friday, many in the industry had...
by Patrick M. Kelly | May 15, 2012 | Financial Advisor Job Recruits, Financial Advisors, Hiring, Job Market
Send us your application or give us a call to find out if we can help you make a change. We have finance jobs available now.
by Patrick M. Kelly | May 14, 2012 | Bank Advisors, Banks
“If you are conservative, and a team player who does not mind a more structured environment, then your personality could be right for the bank brokerage culture. If growing your business is more important than receiving the largest transitional package, then I...