by Patrick M. Kelly | Dec 6, 2010 | Financial Recruiting Industry, Hiring
How do you know when you have found the right candidate for your firm? Many firms looking to hire someone receive hundreds of resumes these days because the unemployment levels are so high. There are some things to consider when you start to set up interviews. The...
by Patrick M. Kelly | Oct 4, 2010 | Financial Recruiting Industry
Many big firms are utilizing the best technology to lure advisors to come on board. One of the main concerns of advisors looking to breakaway is whether or not they will have the availability to properly service their customers with the most advanced software. It puts...
by Patrick M. Kelly | Sep 20, 2010 | Financial Recruiting Industry
[pullquote]39% of financial advisors are selling more annuities[/pullquote] Although some financial advisors turned toward transactional models during the downturn of the economy and loss of business, the majority are moving toward a fee-based business for their...
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 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...
