by Patrick M. Kelly | Sep 3, 2010 | Financial Recruiting Industry, Financial Services Industry
[pullquote]A desire for a higher payout (came in) third place among rationales for leaving[/pullquote] Wirehouses have been beaten up lately mostly because of all the bad press and the destruction of their brand names. Financial advisors are looking to breakaway to...
by Patrick M. Kelly | Aug 30, 2010 | Clients, Financial Services Industry
[pullquote]The percentage of women who control the wealth will continue to increase over the years.[/pullquote] Most will agree that the financial services industry is a male-dominated world. So it is no surprise that women are less than happy with their current...
by Patrick M. Kelly | Aug 27, 2010 | Financial Recruiting Industry, Job Market
The Baby Boomer investors aren’t the only ones looking to retire within the next few years. Unfortunately, their financial advisors are also Baby Boomers and looking to retire. Where does that leave the next generation and beyond? Veteran advisors are having...
by Patrick M. Kelly | Aug 25, 2010 | Financial Recruiting Industry, Job Market
Baird seems to be moving up more frequently than ever these days. It is targeting more and more markets and taking financial advisors from Merrill Lynch, Morgan Stanley and other firms it can find high producing advisors. Baird is more aggressive than ever. This...
by Patrick M. Kelly | Aug 19, 2010 | Breakaway Brokers, Financial Advisors, RIA
For the past few years, many breakaway brokers have decided to start their own RIA firm to gain independence from the wirehouse world. They have now been looking for our assistance to help grow by adding new financial advisors. We have seen an enormous growth in RIA...
