2018-07-17 10:30
July 17, 2018
By Mindy Diamond
What happens when false narratives drive perception and alter the reality of recruiting?
“I heard Bob blew up his business—none of his clients foll… Read More
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Perspectives For Financial Advisors From Diamond Consultants Blog
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Advice for advisors considering their future in the wealth management space. Exploring opportunities within the wirehouse, regional and independent models in order to better serve one's clients and career in the financial advice field.
2018-07-16 13:16
July 13, 2018Louis Diamond Quoted
By Andrew Welsch and Jessica Mathews
Wells Fargo’s brokerage ranks continue to shrink, indicating that a long-running decline in advisor numbers has… Read More
2018-07-13 12:21
July 12, 2018Louis Diamond Quoted
By Michael Thrasher
Janney Montgomery Scott, the regional broker/dealer based in Philadelphia that manages $80 billion in clients assets, hired 19 advisors… Read More
2018-07-12 13:38
Why are advisors not protected by the Broker Protocol – and sometimes facing significant garden leave – willing to take on the added risks to become independent?
No doubt that th… Read More
2018-07-10 14:58
July 10, 2018Barbara Herman Quoted
By Thomas Coyle
A recent state court ruling has cast doubt on a key provision of the Protocol for Broker Recruiting, putting more pressure on the already… Read More
2018-07-10 10:30
July 10, 2018
By Howard Diamond
Getting nostalgic about how things were “back in the day” is fine, so long as you’re able to work successfully with the new realities of tod… Read More
2018-07-03 12:29
June 2, 2018Louis Diamond Quoted
By Tobias Salinger
The number of financial advisors dropped by the largest independent broker-dealers has not exceeded the number gained in any of the past… Read More
2018-07-02 12:35
June 29, 2018
By Mindy Diamond
There is an interesting trend emerging in the wealth management industry: banks and traditional brokerage firms starting to acquire registered independent adv… Read More
2018-06-29 15:59
June 28, 2018Louis Diamond Quoted
By Jeff Benjamin
A fledgling New York-based financial advisory firm aims to make a big splash as a consolidator by baiting the hook with access to sophisti… Read More
2018-06-28 13:11
Why is M&A so important? And how do you best position your firm for M&A success?
After years of strong growth, many successful independent businesses find themselves at a plateau. In… Read More
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