by Patrick M. Kelly | Apr 9, 2013 | Financial Advisor Job Recruits, Financial Recruiters, Raymond James
Bill Willis, Founder and President of Willis Consulting, Inc, presents an insider’s look at the “home office visit” requirement for new financial advisors joining Raymond James. Making the tour himself at the headquarters in St Petersburg FL, Bill learned the...
by Patrick M. Kelly | Apr 5, 2013 | Compensation, Financial Services Industry
Dually registered financial advisors with at least $100 million in discretionary client assets under management will retain 100% of their advisory fees under a new compensation model that Raymond James Financial Services is rolling out April 1. The ongoing intense...
by Patrick M. Kelly | Apr 3, 2013 | Breakaway Brokers, Financial Recruiting Industry, RIA
An interesting survey by the Boston based consulting firm Elite Group has found that by a “slight” margin, RIA’s are not as happy with their careers as advisors in the wirehouses. Surprised and looking further into this, Eric Bruck, principal of Silver Oak Wealth...
by Patrick M. Kelly | Mar 25, 2013 | Compensation, Financial Advisors, Financial Recruiters
[pullquote] I think they’re at a huge advantage because they can offer one-stop shopping[/pullquote] Financial advisor recruiting trends are pointing towards continued consolidation of independent firms, and movement of big teams. One of the most significant...
by Patrick M. Kelly | Mar 21, 2013 | Financial Advisors, Financial Recruiters, Financial Services Industry
“Although the job market for all advisors is robust, the talent shortage among firms catering to extremely wealthy clients is particularly acute. That’s good news for advisors, but a problem for firms hoping to expand.”* The talent drought is causing firms to...
