by Patrick M. Kelly | Nov 21, 2013 | Baby Boomers
Recently asked “What’s the most vital market force facing Ameriprise right now?” Pat O’Connell, Executive Vice President of Ameriprise, responded: “We’re at the trough of the baby boomers marching their way into their 60s. The demands of that...
by Patrick M. Kelly | Nov 10, 2010 | Financial Services Industry
A recent survey from ING Retirement Research Institute showed that Americans could save more for retirement, but don’t. Is it possible they are too concerned about their present economic status and can’t think about the future yet? While everyone knows those who save...
by Patrick M. Kelly | Sep 10, 2010 | Financial Advisors, Social Media
The baby boomer generation has been the primary focus for the majority of financial advisors as they have accumulated much of the nation’s wealth. However, now it’s the present and future generations’ turn. Gen X and Gen Y are quickly moving up the ladder of...
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...
