by Patrick M. Kelly | Mar 28, 2014 | Compensation, Financial Recruiters
Financial advisor recruiters are finding that top advisors are being more selective when considering a career move. It’s no longer all about the compensation. Instead, “equity and career growth” are the focus. “They want to be stretched and challenged, and they want...
by Patrick M. Kelly | Mar 26, 2014 | Financial Services Industry
Financial advisors are failing to give clients the bottom-line fee disclosures they want.[pullquote]81% of clients said they were looking for an approximate calculation of fees based on their portfolio[/pullquote] According to a recent survey of 250 advisors and...
by Patrick M. Kelly | Mar 13, 2014 | Training Programs
Raymond James & Associates recently introduced a new training program to turn its registered service associates into financial advisors. The company hopes to build a pipeline of new financial advisors to replace retiring veterans and to further diversify its...
by Patrick M. Kelly | Mar 10, 2014 | Financial Recruiting Industry
[pullquote]Interesting times…[/pullquote] “2013 was a great year for the wealth management industry, and comp packages are more or less increasing across the board.” “That said, it won’t surprise anyone to learn that the rich are still getting richer—meaning...