by Patrick M. Kelly | May 21, 2014 | Financial Recruiting Industry
Merrill Lynch Clear…..a new iPad application to help financial advisors win over more retirement clients has been under a pilot study for the past 8 months, and is winning favor by advisors involved in the pilot program. It’s a new approach that integrates sleek...
by Patrick M. Kelly | May 12, 2014 | Technology
“From losing a cell phone, having a laptop stolen to facing email scammers and hackers: Advisors face numerous threats to the security of sensitive client data.” Samantha Allen, reporting for OnWallStreet-mag posted an article on May 6 that every advisor and/or...
by Patrick M. Kelly | May 7, 2014 | Social Media
Advisors need to be compliant, effective and comfortable with their social media activities. Socialware and Hearsay Social, are two technology companies that provide software for ensuring that advisors and their employers remain within regulatory bounds. Their...
by Patrick M. Kelly | Apr 29, 2014 | Women Financial Advisors
[pullquote]a good way to recruit more female advisors might be to put more hair dryers in the firm’s bathrooms[/pullquote]The Certified Financial Planner Board of Standards’ conference was held in New York on April 22, where the latest research about the...
by Patrick M. Kelly | Apr 24, 2014 | Wells Fargo
Profits at Wells Fargo’s Wealth, Brokerage and Retirement division surged in the first quarter, as the firm reported a 41% increase year-over-year, contributing to record overall profits for the quarter. OnWallStreet.com reported on April 11, that Wells Fargo, which...
