Banks, brokerages and insurance companies -- including the wirehouses -- are filling call-centers with advisors in efforts to win low-income customers. The jobs are attractive to those tired of the eat-what-you-kill system of money management.
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UBS Wealth Management Americas, a unit of UBS AG, recently recruited 15 financial advisors from competitors, boosting its new hire total to 124 year-to-date, up 50% from a year ago, according to a person familiar with the situation.
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Brokerage joint venture Morgan Stanley Smith Barney recently recruited four financial advisors from UBS Wealth Management Americas, a unit of UBS AG, and Ameriprise Financial Inc.
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Ron Meder came to be a financial advisor later in life, and only after being pushed out of another career. Now he wishes he'd made the move a lot earlier.
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The book of business is invaluable for an FA applying for a job. But if you don't have one, your resume can still make you stand out. Here are some tips.
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As a financial advisor, your book of business is the most important thing you can show a prospective employer. But a stellar resume can also help your candidacy.
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In 1995, Billy Peterson was the top quarter horse jockey in the country. Today, he is president of Peterson Wealth Services in Utah, a Raymond James financial advisor shop.
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Cheesy movies and cruise ships brochures help financial advisor Victoria Collins unwind at the end of a long day. Collins is the senior managing director at First Foundation Advisors in Irvine, Calif., and after 30 years as a financial advisor, she has learned how to balance a busy work schedule with her passions.
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Christopher Ure believes that balance is key. His clients are his priority until the working day is done -- but once he's home, he's home. He says that his dedication to both his work and home life is something that allows the personal relationships he has with his clients to blossom.
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We surveyed 63 financial advisors from across the country, from all kinds of FA shops (wirehouses included), from all levels of seniority and experience, and when asked what career advice they would give to less experienced FAs just starting out in the business, the overwhelming message was: Narrow the focus of your practice.
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