by Patrick M. Kelly | Nov 21, 2011 | Financial Recruiting Industry, Job Market
Just an FYI for you Financial Advisors who are looking, (or not) to make a move. Should you contact Financial Services Recruiters or go it alone? First to consider: A good recruiter has access to jobs and information about the industry and can provide advice that will...
by Patrick M. Kelly | Nov 18, 2011 | Dodd Frank
Everyone has “buzzed” about the Dodd-Frank Wall Street Reform Act and the European Market infrastructure Regulation and agreed that the changes represented are some of the biggest ever. Granted, what will actually come to fruition is up for debate, but there is...
by Patrick M. Kelly | Nov 16, 2011 | Marketing
Planning Network’s annual retreat was held in Denver two weeks ago; with a record 132 members in attendance, they shared their ideas for what’s working in their businesses. According to Marie Swift, reporting for OnWallStreet, highlight was keynote speaker, Allan...
by Patrick M. Kelly | Nov 14, 2011 | Hiring, Merril Lynch
It would not appear as though the masses are exiting BofA’s Merrill’s Wealth Management even though MSSB snatched a star producer from Merrill. Just in the last month, they have picked up 80 new Merrill Edge Financial Solution advisors from California and Nevada. And...
by Patrick M. Kelly | Oct 27, 2011 | Economy
Wells Fargo’s Financial Advisor’s Managing Director of Wealth Management, Rich Lowrie of Pepper Pike, Ohio, helped craft GOP Presidential candidate, Herman Cain’s tax proposal. Lowrie, who heard Cain speak while attending an organizational gathering of the Club for...
