by Patrick M. Kelly | Aug 25, 2014 | Internships, Job Opportunity
TD Ameritrade is preparing to launch what it says will be the first website to match college students with financial advisor jobs and internships being offered by advisory firms. Students will be able to search the listings by location, full-time or part-time jobs and...
by Patrick M. Kelly | Aug 22, 2014 | Financial Recruiting Industry
As larger firms are struggling to replace a retiring generation of brokers who helped generate years of steady profits, Edward Jones, the 92-year-old St. Louis brokerage, is looking to head off projected shortfall of financial advisors by sponsoring training classes...
by Patrick M. Kelly | Aug 14, 2014 | Going Independent
[pullquote]“The Protocol for Broker Recruiting” for financial advisors has become an industry standard[/pullquote] “The Protocol for Broker Recruiting” establishes a framework of best practices for financial advisors who are moving firms or going independent in order...
by Patrick M. Kelly | Aug 11, 2014 | Banks, RIA
[pullquote]Banks and the independent advisory model do not fit[/pullquote] Boston Private Bank & Trust, a division of Boston Private Financial Holdings, is buying Banyan Partners — one of the industry’s fastest-growing wealth managers, with $3.7...
by Patrick M. Kelly | Aug 6, 2014 | Networking
The following is a blog article I posted about a year ago and I find it still relevant within the industry today and worth repeating. Too often we get caught up in “social media connections” forgetting the human side of our “connections”. [pullquote]You have to think...