by Patrick M. Kelly | Jul 21, 2010 | Economy
[pullquote] History…offers only one true double-dip experience, and that grew out of a policy error. [/pullquote] Many people are concerned the economy may take another turn for the worse in the upcoming months and are still wary about where it is safe to invest....
by Patrick M. Kelly | Jun 30, 2010 | Financial Services Industry, Wall Street
Now that the acquisition of JP Morgan Securities Inc.’s RIA custody channel is complete, RBC Advisor Services is aggressively growing its business by attracting financial advisors to its custodial niche. According to RBC seeks custodial niche on high end, Jed Horowitz...
by Patrick M. Kelly | Jun 28, 2010 | Financial Services Industry, Job Market, Wall Street
Being self-employed and having complete control of your business is not always as great as it seems. Some independent advisors find themselves limited on the different kinds of products and services they can offer their clients. Having your own business also involves...
by Patrick M. Kelly | Jun 25, 2010 | Financial Services Industry
[pullquote]This is a quick-shifting generation and if you haven’t connected with them on a brand level by the time they are 30, they will leave your brand. [/pullquote] Years ago, the majority of high-net worth clients inherited their fortune; however, a new study has...
by Patrick M. Kelly | Jun 23, 2010 | Financial Recruiting Industry, Financial Services Industry, Job Market
[pullquote]…the wirehouse channel has a rich deposit of potential candidates for independent advisory firms[/pullquote] With the constant changes that occur in the financial services and banking industries, it is no surprise that many brokers are keeping their options...
