by Patrick M. Kelly | Jun 8, 2012 | Banks, Financial Services Industry
It is a known fact that the quickest route for commercial banks to achieve revenue growth and generate more fee income is to bulk up in their wealth management business through acquisitions. City National Bank (CYN) in Los Angeles recently struck a deal to buy...
by Patrick M. Kelly | Jun 5, 2012 | Financial Services Industry, Marketing
Talk about clever marketing ideas, I have to hand it to Roswell Wealth Management (RWM) of Bend, Oregon who targeted 125 preferred high-net worth clients on a marketing budget of $25,000 which resulted in 12 new clients and boosted the firms AUM by 60% over its 2010...
by Patrick M. Kelly | Jun 1, 2012 | Financial Services Industry
If you know Raymond James Financial Services structure, then you probably already know they support five different business models that their financial advisors within their Private Client Group can choose from in one combination or another to run their businesses....
by Patrick M. Kelly | May 29, 2012 | Financial Recruiting Industry, Hiring
Program Managers — the essential and crucial link between financial advisors and their bank investment program are interviewed and scrutinized in OnWallStreet’s report “The Top 20 Program Managers” by Conrad, Correia, Barack and Sheehan on May 1. The Program...
by Patrick M. Kelly | May 24, 2012 | Women Financial Advisors
Women Advisors Forum is a social network for women financial advisors, and the Women Advisors Forum Dallas is one of six unique and thought-provoking events designed exclusively for women in the advisory business either in one of the major wirehoues, regional...
