by Patrick M. Kelly | May 13, 2011 | Hiring, Job Market
With a history of hiring career changers and entry level trainees, Edward Jones wants to recruit at least 230 experienced advisors this year, at least one for each of their regions where they operate. Earlier this year, they added three new recruiters and streamlined...
by Patrick M. Kelly | May 10, 2011 | Going Independent
Last week 409 independent financial advisors gathered in Chandler, Arizona to attend the Peak Advisor Alliance Excell Meeting. At one session, Ron Carson of Carson Wealth Management asked the attendees how many ask for referrals at every opportunity....
by Patrick M. Kelly | May 5, 2011 | Financial Advisors, Financial Services Industry
Found a really “good read” to share in the 04/25/2011 edition of Financial Advisor by blogger Josh Brown, contributor and a vice president at Fusion Analytics advisory firm and the author of The Reformed Broker blog. The aging factor of the advisor population has been...
by Patrick M. Kelly | May 2, 2011 | Brokers, Financial Recruiting Industry, Financial Services Industry, Wall Street
Last week’s surprise announcement by Ameriprise Financial that they would find a buyer for Securities America sent their 1,800 financial advisors and industry recruiters buzzing about where to find new positions at other firms. Since the announcement was just made...
by Patrick M. Kelly | Apr 29, 2011 | Financial Recruiting Industry, Financial Services Industry
Lots of “scuttle” out there regarding Broker Protocol and the changes we’ve seen the past two years (U.S. Trust and their “Garden Leave” has brought the topic back into the limelight). Since the 2004 origin of Broker Protocol, which was used to aid the big firms to...
