by Patrick M. Kelly | Nov 16, 2011 | Marketing
Planning Network’s annual retreat was held in Denver two weeks ago; with a record 132 members in attendance, they shared their ideas for what’s working in their businesses. According to Marie Swift, reporting for OnWallStreet, highlight was keynote speaker, Allan...
by Patrick M. Kelly | Nov 14, 2011 | Hiring, Merril Lynch
It would not appear as though the masses are exiting BofA’s Merrill’s Wealth Management even though MSSB snatched a star producer from Merrill. Just in the last month, they have picked up 80 new Merrill Edge Financial Solution advisors from California and Nevada. And...