by Patrick M. Kelly | Feb 14, 2011 | Economy, Financial Services Industry
The Dow Jones Industrial Average continues to rise slowly, as it has for the past two months. Although we have seen several instances of apparent recovery followed by another dip, we may be seeing the beginning of the end. As the White House reports unemployment rates...
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 | Jul 30, 2010 | Clients, Economy, Financial Services Industry
[pullquote]No one wants to simply talk to a machine for their financial advice…[/pullquote]When affluent investors feel like they don’t know where to find a safe haven to invest, they turn to their trusted advisors. With all the information and tools provided online...
by Patrick M. Kelly | Jul 26, 2010 | RIA
Despite the turbulent financial world, RIA firms expect to see their revenue growth up approximately 15% from 2009. According to the 2010 Charles Schwab RIA Benchmarking Study, “The RIAs we surveyed—870 of our clients, with more than $300 billion under...
by Patrick M. Kelly | Jul 16, 2010 | Clients, Financial Advisors, Financial Services Industry
With the constant market volatility in today’s economy, investors rely on their financial planners more than ever. They still need plenty of advisement on where it is safe to invest their money and how to protect the assets they have left. The Certified Financial...
