by Patrick M. Kelly | Jul 9, 2010 | Financial Services Industry
[pullquote]…there is $10 trillion in high-net worth bankable assets that haven’t been tapped.[/pullquote] There has been a significant decrease in assets under management in the global wealth management industry since 2008. High-net worth clients have lost...
by Patrick M. Kelly | Jul 7, 2010 | Financial Services Industry, Social Media
Social media has become a popular source for communicating with friends, following your favorite celebrities, networking and job hunting. Companies are now establishing their own Facebook, Twitter and LinkedIn websites to market their business. With the recent...
by Patrick M. Kelly | Jul 2, 2010 | Broker-Dealers, Financial Services Industry, Wall Street
In a competitive market, broker-dealers are struggling to find innovative ways to attract advisors. Some broker-dealers have found a way to stand apart from their competitors by offering a certain niche. They have figured out what financial advisors really want from a...
by Patrick M. Kelly | Jun 30, 2010 | Financial Services Industry, Wall Street
Now that the acquisition of JP Morgan Securities Inc.’s RIA custody channel is complete, RBC Advisor Services is aggressively growing its business by attracting financial advisors to its custodial niche. According to RBC seeks custodial niche on high end, Jed Horowitz...
by Patrick M. Kelly | Jun 28, 2010 | Financial Services Industry, Job Market, Wall Street
Being self-employed and having complete control of your business is not always as great as it seems. Some independent advisors find themselves limited on the different kinds of products and services they can offer their clients. Having your own business also involves...
