by Patrick M. Kelly | Jun 17, 2014 | Social Media, Technology
Did you know that your “digital profile” is your calling card to the new generation of recruiters? If you “look” competent online you might get a response to that resume that you e-mailed. Recruiters want an overall view of your accomplishments, and more than likely...
by Patrick M. Kelly | May 12, 2014 | Technology
“From losing a cell phone, having a laptop stolen to facing email scammers and hackers: Advisors face numerous threats to the security of sensitive client data.” Samantha Allen, reporting for OnWallStreet-mag posted an article on May 6 that every advisor and/or...
by Patrick M. Kelly | Oct 14, 2013 | Financial Advisors, Technology
“With advisors’ business models constantly evolving, the pressure on independent broker-dealers to continually enhance their technology platforms has never been more intense. From portfolio management to client relationships, advisors are demanding that competitive...
by Patrick M. Kelly | Sep 10, 2013 | Technology
“They long ago outlived every phone, calculator and computer of their generation and these days, you’ll still see them prominently displayed on desks of financial planners.” And…they’re unchanged in over 20 years! According to Ronald D, White, business journalist for...
by Patrick M. Kelly | Jun 10, 2013 | Financial Recruiting Industry, Internet, Job Market, Technology
Did you know that your “digital profile” is your calling card to the new generation of recruiters? If you look competent online you might get a response to that resume that you e-mailed. Recruiters want an overall view of your accomplishments, and more than likely...
