Since, Connelly hasn't slept much. You can hear the strain in his voice, a deep voice that crackles and is scratchy with fatigue. Under Connelly's direction, the firm has taken steps to keep the pressure of the media away from its workers, some 235 people who occupy offices in the Morristown building and another facility in Jersey City. Employees are not allowed to speak to the press unless they talk with a public relations executive first. That has always been the policy, but it has taken on new meaning during the last month. There is little strain on the staff, he said, because "we've been careful not to let that happen. It helps keep people concentrating on their jobs."
-
Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
February 6 -
The 260 advisors in Huntington's wealth unit will now turn to Ameriprise for brokerage, advisory and insurance services previously provided internally.
February 6 -
Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.
February 6 -
Financial advisor Drew Boyer turned an accidental acceptance from a fire chief into a successful niche serving firefighters and police officers.
February 5 -
Private equity-backed M&A activity has steadily risen. Owners may do great in a sale, but what about advisors lower in the organization?
February 5 -
With unfounded rumors spreading that Osaic was about to buy its rival Cetera, a Texas-based headhunting firm started calling advisors to see if they wanted to move. Other industry recruiters say that crossed an ethical line.
February 5




