by Patrick M. Kelly | Aug 2, 2010 | Financial Advisor Job Recruits, Financial Recruiting Industry
There have not been very many advisors looking to grow their business in the independent channel recently. Many advisors in the independent world are focused on succession planning and coming up short with whom they choose to run their business when they retire....
by Patrick M. Kelly | Jul 30, 2010 | Clients, Economy, Financial Services Industry
[pullquote]No one wants to simply talk to a machine for their financial advice…[/pullquote]When affluent investors feel like they don’t know where to find a safe haven to invest, they turn to their trusted advisors. With all the information and tools provided online...
by Patrick M. Kelly | Jul 28, 2010 | Financial Advisors, Financial Services Industry
Despite the large array of online investing websites, many people still want professional financial advisors to manage their assets. The best tools for financial advisors are utilizing social media tools, social networking to remain in contact with their clients and attain new business.
by Patrick M. Kelly | Jul 26, 2010 | RIA
Despite the turbulent financial world, RIA firms expect to see their revenue growth up approximately 15% from 2009. According to the 2010 Charles Schwab RIA Benchmarking Study, “The RIAs we surveyed—870 of our clients, with more than $300 billion under...
by Patrick M. Kelly | Jul 23, 2010 | Breakaway Brokers
There has been a substantial increase of breakaway brokers so far this year. According to TD Ameritrade Institutional, “…212 breakaway brokers have joined its network during the first three quarters of its fiscal year 2010. That’s a record amount for the first...
