Recruitment Firm for Financial Advisor Jobs
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” [...]
It was nearly impossible to place a financial advisor trainee over the past two years…so now, according to an article in the Financial Times, Bank of America/Merrill is going on a spending spree and adding 2,000 advisors, many of them young trainees instead of more experienced advisors recruited from other firms. Hmmm. Could this actually [...]
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