by Patrick M. Kelly | Sep 3, 2010 | Financial Recruiting Industry, Financial Services Industry
[pullquote]A desire for a higher payout (came in) third place among rationales for leaving[/pullquote] Wirehouses have been beaten up lately mostly because of all the bad press and the destruction of their brand names. Financial advisors are looking to breakaway to...
by Patrick M. Kelly | Aug 11, 2010 | Financial Advisors, Financial Services Industry
Broker Dealer firms are realizing that financial advisors want more independence, but still the comforts of having the best technology and benefits of a brand name. Firms like Wells Fargo and RBC Wealth Management have increased their independent channels recently and...
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...
by Patrick M. Kelly | Jun 21, 2010 | Financial Recruiting Industry, Hiring, Job Market
Recently we have seen the demand for bank based financial advisors skyrocket. We think this is a trend that will continue for the next 12 to 18 months. Wells Fargo’s WBS channel supports the financial advisors who work within Wells Fargo’s bank branches. The...
by Patrick M. Kelly | May 21, 2010 | Financial Advisor Job Recruits, Financial Recruiting Industry
As financial recruiters, we often hear an initial objection from advisors saying they are happy where they are. And that’s good, because a positive attitude about your firm leads to increased sales…but it doesn’t end here. There’s more to the equation. So, what other...