by Bill Willis | May 1, 2011 | News and Media
The independent channel seems enticing. But there are several things to consider before making the first step. By Bill Willis OnWallStreet – May 1, 2011 When I began my career in the 1970s, the brokerage industry was idea driven. Firms and their stockbrokers attempted...
by Bill Willis | Feb 7, 2011 | News and Media
When you think of your branch manager, what images come to mind? Does your branch manger send off positive, negative or neutral vibes? Perhaps the message is mixed. Because he or she represents the management of your firm more than any other executive, that...
by Bill Willis | Nov 1, 2010 | News and Media
Wirehouses have created high-end divisions to compete with the boutiques-but have they succeeded? By Bill Willis November 1, 2010 In an effort to compete for the high-net-worth segment of the retail market, Merrill Lynch, Morgan Stanley and UBS have formed separate...
by Bill Willis | Sep 1, 2010 | News and Media
The clients of the future are Gen X and Gen Y. But most advisors are boomers and they’ll be the ones forced to change their ways. By Bill Willis September 1, 2010 You might be surprised to learn that the average age of a financial advisor is approximately 55. So many...
by Bill Willis | Mar 1, 2010 | News and Media
The Financial Supermarket Is Back In Style by Bill WillisOnWallStreet, March 1, 2010Glass-Steagall was repealed in 1999 overturning core financial regulations and allowing the creation of Citigroup. It became known as a financial supermarket; a place where advisors...
