Are Broker-Dealer Executives Missing the Boat?

Broker Dealers Missing the Boat

So it comes somewhat as a surprise that 66% of independent broker-dealer execs plan to cut CRM (Customer Relationship Management) and integration spending or put it on hold this year. (According to new research from Alte Group.) Doesn’t make much sense to me since most advisors state that CRM software is either “very” or “most” [...]

Why the Rookie Revival?

With all the “big buck” recruitment packages being offered top producers, the question crops up – why are we seeing such a fierce focus on training positions suddenly being opened up? Merrill is looking to hire 2,000 financial advisors and is revamping their 42 month trainee program, which was practically non-existent the past two years, [...]