by Patrick M. Kelly | May 7, 2014 | Social Media
Advisors need to be compliant, effective and comfortable with their social media activities. Socialware and Hearsay Social, are two technology companies that provide software for ensuring that advisors and their employers remain within regulatory bounds. Their...
by Patrick M. Kelly | Mar 28, 2014 | Compensation, Financial Recruiters
Financial advisor recruiters are finding that top advisors are being more selective when considering a career move. It’s no longer all about the compensation. Instead, “equity and career growth” are the focus. “They want to be stretched and challenged, and they want...
by Patrick M. Kelly | Mar 26, 2014 | Financial Services Industry
Financial advisors are failing to give clients the bottom-line fee disclosures they want.[pullquote]81% of clients said they were looking for an approximate calculation of fees based on their portfolio[/pullquote] According to a recent survey of 250 advisors and...
by Patrick M. Kelly | Nov 1, 2013 | Ameriprise Financial
In their Minneapolis headquarters alone, more than 2,500 Ameriprise Financial employees contribute thousands of volunteer hours annually through company-sponsored projects. Financial advisors and employees across the country are involved in their local communities,...