by Patrick M. Kelly | Mar 7, 2011 | Financial Services Industry, RIA, Wall Street
[pullquote]The Hybrid Advisor has opened an avenue to expand their pool of potential clients[/pullquote]. Is the “Hybrid Advisor” the hottest trend on Wall Street? With the ability to serve as both an RIA advisor and a registered rep, the Hybrid Advisor has opened an...
by Patrick M. Kelly | Mar 4, 2011 | Financial Services Industry, Job Market
Ask anyone on the block and most wirehouses and independent broker-dealers recognize that their core financial advisors are aging and will soon need to be replaced, but very few have done much in the past three years to address the issue. Most have spent their time...
by Patrick M. Kelly | Mar 1, 2011 | Social Media
The new social media training program designed specifically for advisors was rolled out this week by LIMRA and social middleware firm Socialware. The training program, “Insight Advisor Series” is designed to provide a framework for adopting social media sites in a...