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FA Career BLOG

Financial Advisor Career NEWS from Willis

Avoid Getting Hacked!

  “From losing a cell phone, having a laptop stolen to facing email scammers and hackers: Advisors face numerous threats to the security of sensitive client data.” Samantha Allen, reporting for OnWallStreet-mag posted an article on May 6 that every advisor and/or...

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Recruiting Wirehouse Financial Advisors

“Recruiting a wirehouse advisor can be well worth the effort for growth-minded RIA firms -- but it's not easy, it takes time and you should expect a lot of false starts.” That's the message from Neal Simon, founder and chief executive of Highline Wealth Management,...

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MyRA–a Breakthrough?

If it would cause millions of low-income Americans to save for retirement who are not currently doing so, then, it just might be a “breakthrough”. [pullquote]I think it’s going to cause a lot of people to actually get started saving[/pullquote]Sheryl Garrett, head of...

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