by Patrick M. Kelly | Aug 6, 2010 | Breakaway Brokers, Financial Services Industry, wirehouses
Since wirehouse brokers already have clients who will follow, the transition from wirehouse to independent is much smoother. Advisors don’t have to build a book from scratch and have a solid foundation.
by Patrick M. Kelly | Jul 30, 2010 | Clients, Economy, Financial Services Industry
[pullquote]No one wants to simply talk to a machine for their financial advice…[/pullquote]When affluent investors feel like they don’t know where to find a safe haven to invest, they turn to their trusted advisors. With all the information and tools provided online...
by Patrick M. Kelly | Jul 28, 2010 | Financial Advisors, Financial Services Industry
Despite the large array of online investing websites, many people still want professional financial advisors to manage their assets. The best tools for financial advisors are utilizing social media tools, social networking to remain in contact with their clients and attain new business.
by Patrick M. Kelly | Jul 19, 2010 | Economy, Financial Services Industry
Bank of America remains positive about their business model due to the increased growth in its wealth management division. According to BofA Remains Confident in Wealth Businesses As Assets Sink, Matt Ackermann states, “The Charlotte, N.C. company, which reported...
by Patrick M. Kelly | Jul 16, 2010 | Clients, Financial Advisors, Financial Services Industry
With the constant market volatility in today’s economy, investors rely on their financial planners more than ever. They still need plenty of advisement on where it is safe to invest their money and how to protect the assets they have left. The Certified Financial...
by Patrick M. Kelly | Jul 12, 2010 | Financial Services Industry, Job Market
Fifth Third Securities has been aggressively recruiting candidates for its investment sales team. They just hired a sales person to run the eastern territory and a sales manager for Tennessee and Georgia. Howard Hammond became president four years ago and is primarily...
