Personality testing can help you choose the right candidate for the job and improve the way you communicate and interact with your staff
Firm reaches candidates with a “warm call”
Survey finds that 60% of participants are using social media
Some industry execs see having older advisors as a benefit, but some observers say a shortage of fresh blood will cause problems (includes chart)
Several major banks are experimenting with software that can monitor, modify or block content on these sites
Credit-rating agencies would be regulated for the first time under rules proposed by the CSA
Advisors take notice of their firms’ support as the demand for these services increases (includes chart)
It remains unclear how firms will monitor and record client communications on social media
Advisors praise the power of a branding message delivered through ads and community events
Once called a “tyrant,” Robin Kingsmill has learned to get out of the way