by Patrick M. Kelly | May 28, 2014 | Mergers
Community banks move to consolidate their charters in an effort to save money and streamline operations. Deciding when to consolidate and whether to keep multiple banks, can be a question of balance between cutting costs and avoiding disruption to a business. Many of...
by Patrick M. Kelly | May 21, 2014 | Financial Recruiting Industry
Merrill Lynch Clear…..a new iPad application to help financial advisors win over more retirement clients has been under a pilot study for the past 8 months, and is winning favor by advisors involved in the pilot program. It’s a new approach that integrates sleek...
by Patrick M. Kelly | May 12, 2014 | Technology
“From losing a cell phone, having a laptop stolen to facing email scammers and hackers: Advisors face numerous threats to the security of sensitive client data.” Samantha Allen, reporting for OnWallStreet-mag posted an article on May 6 that every advisor and/or...
by Patrick M. Kelly | May 7, 2014 | Social Media
Advisors need to be compliant, effective and comfortable with their social media activities. Socialware and Hearsay Social, are two technology companies that provide software for ensuring that advisors and their employers remain within regulatory bounds. Their...
