by Patrick M. Kelly | Aug 13, 2010 | Financial Advisor Job Recruits, Financial Recruiting Industry, Hiring, Job Market
[pullquote] a larger broker-dealer needs to add 2,000 to 3,000 financial advisors just to keep pace.[/pullquote] Baby boomer financial advisors are looking for younger advisors to mold and eventually have them take over their book of business. They are finding that...
by Patrick M. Kelly | Aug 4, 2010 | Financial Recruiting Industry, Hiring, wirehouses
[pullquote]Hiring younger and newer advisors will allow the company to shape and mold them to fit their culture.[/pullquote] It may seem that many advisors are jumping ship from the wirehouses and heading toward independent firms. However, wirehouses are still...
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 | 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 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...
