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 15, 2010 | Financial Advisor Job Recruits, Financial Recruiting Industry
Morgan Stanley Smith Barney is now trying to keep in line with Merrill Lynch by offering better incentives to financial advisors to join their firm. These and other firms are becoming more and more aggressive in their recruiting efforts in 2010. It seems now is the...
by Patrick M. Kelly | May 28, 2010 | Women Financial Advisors
[pullquote]Women need an objective model based on trust that is product-free, collaborative and understanding of the specific requirements of each client…”[/pullquote] Using the “comprehensive and collaborative” model she developed based on 20 years in the business as...