by Patrick M. Kelly | Feb 8, 2013 | Financial Recruiting Industry
OnWallStreet.com’s annual Recruiter Roundtable met in January with discussions on future issues within the industry and the prognosis for financial advisor recruiting in the months to come. As you may know, Bill Willis, President and CEO of Willis Consulting, Inc. is...
by Patrick M. Kelly | Sep 24, 2010 | Breakaway Brokers, Going Independent
Are you one of the many financial advisors thinking about going independent? If so, make sure you have a solid plan. The transition process can be extremely smooth for your clients who follow if you have developed a business plan. This transition process typically...
by Patrick M. Kelly | Aug 25, 2010 | Financial Recruiting Industry, Job Market
Baird seems to be moving up more frequently than ever these days. It is targeting more and more markets and taking financial advisors from Merrill Lynch, Morgan Stanley and other firms it can find high producing advisors. Baird is more aggressive than ever. This...
by Patrick M. Kelly | Jul 23, 2010 | Breakaway Brokers
There has been a substantial increase of breakaway brokers so far this year. According to TD Ameritrade Institutional, “…212 breakaway brokers have joined its network during the first three quarters of its fiscal year 2010. That’s a record amount for the first...
by Patrick M. Kelly | Jul 9, 2010 | Financial Services Industry
[pullquote]…there is $10 trillion in high-net worth bankable assets that haven’t been tapped.[/pullquote] There has been a significant decrease in assets under management in the global wealth management industry since 2008. High-net worth clients have lost...