by Patrick M. Kelly | Dec 19, 2011 | Financial Services Industry, Wall Street
Will Regions Financial Corp find a buyer for Morgan Keegan? That’s been a question in the industry for months, but recent speculation points to a very slim chance of it happening. What makes it more interesting is that it now appears that it may be Regions Financial...
by Patrick M. Kelly | Dec 16, 2011 | Financial Recruiters
Glad I have your attention…so what is “it”? “It” is the all-purpose positioning statement, known in the trade as an elevator speech, because it should be short enough to convey who you are and what you offer in the space of an elevator ride. It helps you...
by Patrick M. Kelly | Aug 30, 2011 | Wall Street
[pullquote]Is this a new wave of consolidation within the finance industry?[/pullquote] The recent sale by Ameriprise Financial of its Securities America advisory services has led to a new “buzz” on the street. The big question: Is this a new wave of consolidation...
by Patrick M. Kelly | Aug 23, 2011 | Financial Services Industry, Training Programs
Acquisitions and Financial Advisor movement is generally associated with a broker-dealer growth, but RBC Wealth Management claims they are doing it by keeping their customers satisfied. A customer satisfaction survey by J.D. Power and Associates ranked RBC first in...
by Patrick M. Kelly | Aug 18, 2011 | Financial Services Industry, Hiring
Before entering a deal, and signing your bonus contract, read ALL the number of provisions. The Wall Street Journal reports on Aug 2, that some bonus contracts reviewed by Dow Jones and several securities lawyers, show that some advisors in recent years have waived...