President and CEO, Bill Willis is the author of numerous articles published in premier trade publications including On Wall Street, and has been interviewed extensively regarding current trends within the industry.
March 19, 2013
Before coming aboard, every prospective hire at Raymond James must make a home-office visit. It allows the advisor to evaluate the firm, while giving senior officials a chance to get acquainted with the advisor. When advisors visit the St. Petersburg, Fla., headquarters of Raymond James, they will meet the firm’s decision-makers, often including the executive chairman, Tom James.
February 1, 2013
Financial advisors are now in the driver’s seat when it comes to how they want to practice, thanks to the competition for top talent that has stayed strong in the wealth industry this year, according to the eight panelists who attended our annual Recruiters Roundtable in New York in January.
December 31, 2012
As the calendar turns the page to another year, 2013 offers the four largest U.S. wealth management businesses the opportunity to recapture some of the assets and talent they have been ceding to other business models including regional, RIA and independent firms.
November 1, 2012
As Wall Street has become more regulated, compliance departments have become more vigilant. As a result, more financial advisors are being terminated. Infractions which in the past might have been handled by a slap on the wrist can now end up costing you your job.
September 1, 2012
Among the thousands of financial advisers we have met over the years, very few have spent their entire careers at one firm. Read more…
May 1, 2012
Bank brokerage programs have changed and evolved into powerhouses in their own right. Read more…
March 1, 2012
Bill Willis asks: Have the firms gone too far with their huge retention bonuses? Read more…
January 1, 2012
Our annual recruiters roundtable: Dissatisfaction in the ranks and the end of blind loyalty translates into advisors on the move.
September 1, 2011
In the post-Madoff climate, a well-known wirehouse brand may indeed be more valuable for the advisor than an independent shop.
May 1, 2011
The independent channel seems enticing. But there are several things to consider before making the first step. Read the full story…
February 7, 2011
When you think of your branch manager, what images come to mind? Does your branch manger send off positive, negative or neutral vibes?
You probably don’t often get a chance to sit down and talk to a roomful of recruiters. Fortunately, we did it for you. We recently spoke with the headhunters above about the job market for financial advisors.
We discussed the big stories: The state of recruiting, acquisitions, corporate culture, branch managers, the size of deals in coming years, and more.
Check out our January issue for the full story, and enjoy some of the intriguing quotes from our roundtable. On Wall Street Slideshow.
Recruiting’s Next Big Challenge – 2011 Roundtable Discussion
January 1, 2011
November 1, 2010
September 1, 2010
March 1, 2010
November 1, 2009
July 1, 2009