by Patrick M. Kelly | Nov 6, 2012 | Financial Recruiting Industry
According to a poll, OnWallStreet reports that Wall Street Brokers expect their compensation to increase if Mitt Romney wins the Presidential election. A win by Mitt Romney in tomorrow’s U.S. presidential election is more likely to boost Wall Street compensation than...
by Patrick M. Kelly | Oct 31, 2012 | Going Independent, Wells Fargo
Wells Fargo Advisors Financial Network has added four practices. With these financial advisors its independent brokerage arm, FiNet, has over 1,100 owners and financial advisors in more than 540 practices, with over $55.5 billion in assets under management. The new...
by Patrick M. Kelly | Oct 26, 2012 | Financial Advisors
The CFP Board of Standards will not subject financial advisors who have declared bankruptcy to disciplinary proceedings. Under the new rules, approved by the Board of Directors, CFP Board will no longer investigate, and the Disciplinary and Ethics Commission will no...
by Patrick M. Kelly | Oct 23, 2012 | Technology
A new app for Facebook, called FutureTimeline, was launched by Fidelity Investments, the first major financial services firm to utilize Facebook’s feature in this way. Hoping to steer the Facebook generation toward its own website, the app allows users to set...
by Patrick M. Kelly | Oct 19, 2012 | Diversity
Census data puts the number of same-sex couples living together in 2010 at approximately 620,000. That trend is expected to grow, according to a survey conducted earlier this year by the Financial Planning Association. The survey of 5,500 FPA members found that...
