by Patrick M. Kelly | May 13, 2013 | Financial Services Industry, RIA
RIA assets are expected to account for approximately a quarter of the financial advisor asset market share by the end of next year, according to research from Boston-based global analytics firm Cerulli Associates. “The advisor channel is still the fastest-growing...
by Patrick M. Kelly | Dec 4, 2012 | Financial Advisors, Financial Services Industry
Merrill Adds Ten Big Producers – UBS Picks from Merrill – Wells Adds 24 Since August OnWallStreet.com announced this week that Merrill Lynch has hired 10 financial advisors from rival wirehouse firms who managed a total of $1.07 billion in assets and had...
by Patrick M. Kelly | Aug 29, 2012 | Financial Recruiters, Financial Services Industry, Job Market
Announces Plans to Hire 300 Bankers and Brokers Continuing with a brisk hiring spree over the past two years, Citigroup has recently hired two top execs: John Cummings as chief operating officer for Citigold Wealth Management and Frank Consalo overseeing investment...
by Patrick M. Kelly | May 2, 2012 | Social Media
If someone would have told me three years ago that I would have my business profile out there on Facebook, or Twitter, or any other social networking site, I would have laughed and said “No way, bro!” But, now I have to face it…social networking has become the new...
by Patrick M. Kelly | Dec 19, 2011 | Financial Services Industry, Wall Street
Will Regions Financial Corp find a buyer for Morgan Keegan? That’s been a question in the industry for months, but recent speculation points to a very slim chance of it happening. What makes it more interesting is that it now appears that it may be Regions Financial...