by Patrick M. Kelly | Mar 25, 2013 | Compensation, Financial Advisors, Financial Recruiters
[pullquote] I think they’re at a huge advantage because they can offer one-stop shopping[/pullquote] Financial advisor recruiting trends are pointing towards continued consolidation of independent firms, and movement of big teams. One of the most significant...
by Patrick M. Kelly | Mar 21, 2013 | Financial Advisors, Financial Recruiters, Financial Services Industry
“Although the job market for all advisors is robust, the talent shortage among firms catering to extremely wealthy clients is particularly acute. That’s good news for advisors, but a problem for firms hoping to expand.”* The talent drought is causing firms to...
by Bill Willis | Mar 19, 2013 | News and Media
Before coming aboard, every prospective hire at Raymond James must make a home-office visit. It allows the advisor to evaluate the firm, while giving senior officials a chance to get acquainted with the advisor. When advisors visit the St. Petersburg, Fla.,...
by Patrick M. Kelly | Mar 18, 2013 | Financial Services Industry
Congress is preparing to cut the budgets of the SEC and the CFTC at a time when their roles as financial regulators are expanding. Just this week, the Senate Appropriations Committee approved a 5% cut in the budgets for the remainder of the year. The House passed the...
by Patrick M. Kelly | Mar 14, 2013 | Financial Recruiting Industry
OnWallStreet.com ‘s Annual Recruiter’s Roundtable video is available below. Emphasis is on the key trends for recruiting in 2013. Bill Willis, President and CEO of Willis Consulting Inc is one of the eight members of this prestigious group and frequently writes...