by Patrick M. Kelly | Jun 25, 2010 | Financial Services Industry
[pullquote]This is a quick-shifting generation and if you haven’t connected with them on a brand level by the time they are 30, they will leave your brand. [/pullquote] Years ago, the majority of high-net worth clients inherited their fortune; however, a new study has...
by Patrick M. Kelly | Jun 23, 2010 | Financial Recruiting Industry, Financial Services Industry, Job Market
[pullquote]…the wirehouse channel has a rich deposit of potential candidates for independent advisory firms[/pullquote] With the constant changes that occur in the financial services and banking industries, it is no surprise that many brokers are keeping their options...
by Patrick M. Kelly | Jun 21, 2010 | Financial Recruiting Industry, Hiring, Job Market
Recently we have seen the demand for bank based financial advisors skyrocket. We think this is a trend that will continue for the next 12 to 18 months. Wells Fargo’s WBS channel supports the financial advisors who work within Wells Fargo’s bank branches. The...
by Patrick M. Kelly | Jun 18, 2010 | Compensation, Financial Services Industry
[pullquote]…staffing is up by 16% from six months ago.[/pullquote] Good news for any financial advisors who work for or would like to make a move to an RIA firm. There is an increase in compensation with most RIA firms that TD Ameritrade surveyed. According to this...
by Patrick M. Kelly | Jun 17, 2010 | Clients
With the downturn of the economy and markets these past few years coupled with the longer life expectancy, many clients are not going to reach their retirement goals. According to Hilary Johnson’s article in Investment News, financial advisors are re-allocating funds...
