by Patrick M. Kelly | Oct 14, 2013 | Financial Advisors, Technology
“With advisors’ business models constantly evolving, the pressure on independent broker-dealers to continually enhance their technology platforms has never been more intense. From portfolio management to client relationships, advisors are demanding that competitive...
by Patrick M. Kelly | Oct 1, 2013 | Raymond James
Raymond James is looking to deliver on their objective of establishing a number of new RJA offices in the western part of the country. They currently have 10 offices in California and recently hired a former Morgan Stanley manager, David Wright, to open its first...
by Patrick M. Kelly | Sep 24, 2013 | Financial Advisor Job Recruits, Financial Services Industry, Job Market
“Financial services firms have to start recruiting the half-million college students who may be interested in becoming advisors, or risk having demand for financial advice outstrip supply within 10 years, according to a recent study, Regeneration: How Gen Y Could...
by Patrick M. Kelly | Aug 29, 2013 | Clients, Life Insurance
“Financial advisors should take a second look at the potential of life insurance. These products can be a crucial piece of an advisor’s business and a means for an advisor to create deeper and long-lasting client relationships. Life insurance is known to be a “sticky”...
by Patrick M. Kelly | Aug 22, 2013 | Financial Advisors
By: Paula Vasan, OnWallStreet.com, August 15, 2103 (Slideshow) “We recently published a list of 20 books for every financial advisor’s summer reading list, and received such a strong and positive response that we decided to expand it. Via Twitter,...