by Patrick M. Kelly | Jun 10, 2013 | Financial Recruiting Industry, Internet, Job Market, Technology
Did you know that your “digital profile” is your calling card to the new generation of recruiters? If you look competent online you might get a response to that resume that you e-mailed. Recruiters want an overall view of your accomplishments, and more than likely...
by Patrick M. Kelly | Jun 6, 2013 | Financial Advisors, Financial Services Industry
The firms on the 2013 “Leaderboards” were ranked based on self-reported data about their employee advisor channel. The data was gathered in a survey by OnWallStreet’s editorial team, and was announced on June 1. “This year’s top performers took the steps...
by Patrick M. Kelly | Jun 3, 2013 | Financial Advisors, Financial Services Industry
An overwhelming majority of financial advisors expect 2013 to be a better business year than 2012, according to an SEI survey released Tuesday, May 28. When asked their views on the direction of the economy as a whole, 41% of advisors polled predict “slow and steady...
by Patrick M. Kelly | May 27, 2013 | Bank Advisors, Compensation, Financial Services Industry
Recent data from Kehrer Saltzman & Associates reports that only about one in four advisors (24%) are paid based on their production in the current month, down from 58% who were paid that way in 1997. Today almost half of advisors (48%) are compensated based on...
by Patrick M. Kelly | May 24, 2013 | Diversity, Job Market
CFP BOARD OF STANDARDS LOOKS TO INCREASE FEMALE Financial ADVISORS “Growing the ranks of female CFP professionals not only makes good business sense, but it builds the heart and soul of this profession, which is all about helping Americans achieve financial security....
