by Patrick M. Kelly | Jun 7, 2010 | Financial Services Industry
So, will it take away business from Merrill advisors? “Merrill Edge” is Bank of America’s version of free online trading. I read with interest and an open mind, RegisteredRep.com’s June 1, 2010 article by John Byrme, “Bank of America Ramps up Online Brokerage.” This...
by Patrick M. Kelly | Jun 4, 2010 | Women Financial Advisors
Where are all the young women in financial services? Well, this was the focus last week at the New York Women Advisors Forum. And consensus was there are not enough of them out there, especially in the room at high levels. Yet, Deborah Doyle McWhinney, president of...
by Patrick M. Kelly | Jun 2, 2010 | Breakaway Brokers, Financial Recruiting Industry
[pullquote] …a great deal of broker switching can clearly be expected to take place in 2010 and 2011.[/pullquote] Retention bonuses to top brokers may satisfy some, but maybe only for a short time, according to a recent Aite Group survey of 400 advisors...