by Patrick M. Kelly | Oct 7, 2011 | Location
Willis-Consulting, Inc. has moved its Scottsdale satellite office site into the “Bright Lights, Big City” appeal of Kierland Commons. Located at 15051 North Kierland Blvd, Suite 210, we are in the midst of this big city flavor, high energy driven retail and dining...
by Patrick M. Kelly | Oct 4, 2011 | Internet
[pullquote]It is vital for financial advisors to have applications like goalGetter…[/pullquote] The “goalGetter” app, a financial planning application by Advisor Software, is now available for free download from Apple’s App Store. Advisor Software, a Walnut...
by Patrick M. Kelly | Sep 30, 2011 | Financial Recruiting Industry
In order to better address clients’ needs and reduce management layers, BofA’s Merrill Lynch wealth management executive John Thiel outlined a new structure which will include eleven new regional markets. The decision to restructure the regions from four to eleven has...
by Patrick M. Kelly | Sep 27, 2011 | Financial Recruiting Industry, Financial Services Industry, Wall Street
So what will the fallout be for UBS with the latest scandal and negative news? Well, although there won’t be any compensation changes for financial advisors as a result of the trading loss of $2.3 billion, in all probability there will be other far reaching losses. No...
by Patrick M. Kelly | Sep 22, 2011 | Social Media
There are 10,000 registered users of linkedFA, a social networking site for financial advisors which is compliant with SEC regulations, and users are now able to access the latest corporate earnings releases, comment on them and distribute them to their clients and...
