by Patrick M. Kelly | Nov 21, 2011 | Financial Recruiting Industry, Job Market
Just an FYI for you Financial Advisors who are looking, (or not) to make a move. Should you contact Financial Services Recruiters or go it alone? First to consider: A good recruiter has access to jobs and information about the industry and can provide advice that will...
by Patrick M. Kelly | Oct 19, 2011 | Financial Recruiting Industry
BofA’s Northwest region has hired more than 80 new advisors to serve their “preferred” customers with investable assets of between $50,000 and $250,000. The FSAs will provide guidance and solutions to help customers manage their banking and investment needs....
by Patrick M. Kelly | Oct 12, 2011 | Financial Recruiting Industry
[pullquote]Recruiting will focus on institutionally-experienced financial advisors[/pullquote] Looking to grow their business with institutional clients, Bank of America Merrill Lynch has renamed its Institutional Consulting Group. An internal memo sent to employees...
by Patrick M. Kelly | Sep 30, 2011 | Financial Recruiting Industry
In order to better address clients’ needs and reduce management layers, BofA’s Merrill Lynch wealth management executive John Thiel outlined a new structure which will include eleven new regional markets. The decision to restructure the regions from four to eleven has...
by Patrick M. Kelly | Sep 27, 2011 | Financial Recruiting Industry, Financial Services Industry, Wall Street
So what will the fallout be for UBS with the latest scandal and negative news? Well, although there won’t be any compensation changes for financial advisors as a result of the trading loss of $2.3 billion, in all probability there will be other far reaching losses. No...
by Patrick M. Kelly | Sep 19, 2011 | Financial Recruiting Industry, Hiring
Spend more to make more? Usually a sound business practice and one which many top producing Financial Advisors are adhering to. More and more, we financial advisor recruiters are finding “teams” versus individuals who may be looking to move. Hiring a Team to Grow...
