by Patrick M. Kelly | Jun 15, 2010 | Financial Advisor Job Recruits, Financial Recruiting Industry
Morgan Stanley Smith Barney is now trying to keep in line with Merrill Lynch by offering better incentives to financial advisors to join their firm. These and other firms are becoming more and more aggressive in their recruiting efforts in 2010. It seems now is the...
by Patrick M. Kelly | Jun 11, 2010 | Financial Advisor Job Recruits, Financial Services Industry
BUT…you need to do your homework first and find out what career path that assistant is on and the only way to find that out is to ask them. Focus on the short term (two to five years out, versus long term, because generally, they are younger staff) If they want to be...
by Patrick M. Kelly | Jun 9, 2010 | Financial Services Industry
[pullquote]We’d like to see them ramp it up now so they don’t get shocked in 2011.[/pullquote] Is Edward Jones changing their focus and joining the ranks of the wirehouses on Wall Street by pushing advisors to increase production? Last week, executives at Edward Jones...
by Patrick M. Kelly | Jun 7, 2010 | Financial Services Industry
So, will it take away business from Merrill advisors? “Merrill Edge” is Bank of America’s version of free online trading. I read with interest and an open mind, RegisteredRep.com’s June 1, 2010 article by John Byrme, “Bank of America Ramps up Online Brokerage.” This...
by Patrick M. Kelly | Jun 4, 2010 | Women Financial Advisors
Where are all the young women in financial services? Well, this was the focus last week at the New York Women Advisors Forum. And consensus was there are not enough of them out there, especially in the room at high levels. Yet, Deborah Doyle McWhinney, president of...
