by Patrick M. Kelly | Jan 4, 2013 | Financial Advisors, Financial Services Industry, Technology
More mobile apps and technology developments are on the horizon for financial advisors in 2013. “Advisors’ use of technology grew exponentially in 2012, and that growth shows no signs of stopping in 2013. As tech keeps evolving, advisors are eager to use those...
by Patrick M. Kelly | Feb 8, 2012 | Banks
Wells Fargo, CEO John Stumpf, puts it bluntly: “When we hire somebody around here, we want to know how much you care, before we care how much you know. We call our employees team members, not employees. Employees denote an expense to be managed. Team members are an...
by Patrick M. Kelly | Feb 3, 2012 | Financial Services Industry, Hiring
There has been talk (and verification) of expansion in both wirehouses and regionals all month long. Just this week BofA Merrill announced it planned to continue to hire and build its core global wealth management business. (They hired an additional 1,697 new...
by Patrick M. Kelly | Jan 12, 2012 | Job Market, Wall Street
Industry analysts continue to debate over who will acquire Regions Financial’s brokerage firm, Morgan Keegan, but nobody is commenting or confirming anything. The haggle is obviously over price, but it looks doubtful it will be the $1 billion that Regions is looking...
by Patrick M. Kelly | Jan 9, 2012 | Financial Recruiting Industry
Our President and CEO, Bill Willis, member of OnWallStreet’s elite Recruiter Roundtable, has this to say regarding 2011 brokers on the move and what’s in store for 2012: It was a good year for us and better than the previous year—and ending strong. That foreshadows a...