Posts tagged as:

financial advisers

fabeetle: halfbaked idea or the bomb for matchmaking financial services

by on August 25, 2009

A new site, fabeetle.com, launched yesterday amid some fanfare in the brokerage community with a beta launch soliciting participating amongst advisers. fabeetle attempts to tackle a huge problem in the industry: matching financial advisers (FAs) with potential clients looking for the right ones.  While it’s becoming infinitely easier to buy products over the Internet, a [...]

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Brokers of all sizes, Mama Merrill wants you again

by on August 13, 2009

I’ve covered the growing competition for large producers.  Everyone has been gunning for these guys.  Franchise players, those brokers with $500 million to $1 Billion in books of business, have been wined and dined and the chips have been falling for the past 18 months as players choose sides.  As the business changes, brokers have [...]

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