by Patrick M. Kelly | Apr 16, 2012 | Financial Advisor Job Recruits, Financial Advisors
OnWallStreet’s Elizabeth White reports that Edward Jones conducted a poll of 1,000 American investors and found that investors want to see the traits of military veterans in their financial advisors. Edward Jones employs more than 1,300 veterans or 11% of their...
by Patrick M. Kelly | Aug 15, 2011 | Financial Advisor Job Recruits, Hiring, New Recruits, Training Programs
Banks across Wall Street are honed in on cutting costs lately and it looks like the cuts will be hitting advisor training programs next year. [pullquote]…cuts will be hitting advisor training programs next year[/pullquote] Morgan Stanley Smith Barney announced they...
by Patrick M. Kelly | Apr 26, 2011 | Financial Advisor Job Recruits, Job Market
For anyone who is relying on communication to promote their business, whether it is providing product or service, you have to admit it’s a very noisy, congested, and ever changing world out there. [pullquote]You must stand out and grab attention.[/pullquote]As a...
by Patrick M. Kelly | Mar 10, 2011 | Financial Advisor Job Recruits, Financial Advisors, New Recruits, Wall Street
It’s no secret that the advisory workforce throughout the industry is aging, and now that the economy is recovering, firms are acknowledging that they need to bring in new FA’s to counter-balance that. So what are some of them doing?
by Patrick M. Kelly | Aug 13, 2010 | Financial Advisor Job Recruits, Financial Recruiting Industry, Hiring, Job Market
[pullquote] a larger broker-dealer needs to add 2,000 to 3,000 financial advisors just to keep pace.[/pullquote] Baby boomer financial advisors are looking for younger advisors to mold and eventually have them take over their book of business. They are finding that...
by Patrick M. Kelly | Aug 2, 2010 | Financial Advisor Job Recruits, Financial Recruiting Industry
There have not been very many advisors looking to grow their business in the independent channel recently. Many advisors in the independent world are focused on succession planning and coming up short with whom they choose to run their business when they retire....