A conversation with Scott Shagrin, Ira Ravitz, and Lisa Westermark, Co-Founders of Beverly Hills Private Wealth
Overview
The founders of Beverly Hills Private Wealth… Read More
A conversation with Louis Diamond and Jason Diamond
Overview
With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What w… Read More
September 19, 2023Mindy Diamond Cited
by Miriam Rozen
Barry Sommers, the chief executive officer of Wells Fargo’s Wealth & Investment Management unit, didn’t skip a beat whe… Read More
A conversation with the Senior Executive Vice President, CEO of Wealth & Investment Management, Wells Fargo & Company
Overview
Rare access to one of the top-o… Read More
A conversation with Evan Mayer – Founder and CEO of Fortuna Wealth
Overview
Evan Mayer started in the bank channel and, over time, came to the realization… Read More
A Special Industry Update with Louis Diamond
Overview
Private equity firms are showing an enhanced interest in wirehouse breakaways, investing directly in these teams… Read More
July 28, 2023Mindy Diamond Quoted
by Victoria Zhuang
Wealth management veteran executive Kate Healy likes to tell the story about the time she was buying a car about 15 years ago. While she… Read More
A conversation with Andy Ferguson, founder and CEO of Proquility Private Wealth Partners
Overview
As a former Merrill ACTM chairperson, Andy Ferguson had an acute vie… Read More
A conversation with Louis Diamond
Overview
Independence allows advisors to create an unlimited menu of innovative value-add services for their clients. And as the ind… Read More
A conversation with the CEO of FiComm Partners, LLC
Overview
Growing a sustainable wealth management business relies on attracting new clients while engaging current… Read More
A conversation with Craig Savage—Partner, Wealth Advisor, William Blair
Overview
Craig Savage shares his journey from Goldman Sachs to Credit Suisse, why joinin… Read More
A conversation with R. Scott Bills, Chief Executive Officer, Partner, Nilsine Partners
Overview
R. Scott Bills considered himself a Merrill Lifer. But as the firm cha… Read More
Canada’s discovery music festival, North by Northeast (NXNE), has announced the full artist lineup of 300 emerging acts for this year’s festival running from June 13-18, in over… Read More
Twenty-nine of the 100 hottest movies of 2022 meet ReFrame Stamp standards for gender-balanced manufacturing. Awarded to options that “hire women or individuals of other underrepresen… Read More
A conversation with Amir Monsefi, Co-Founder and CEO of AIRE Advisors
Overview
Amir Monsefi describes “conflicts of interest” with the ability to serve cl… Read More
A conversation with Matt Blocki, Founder and CEO, Equilibrium Wealth Advisors
Overview
Matt Blocki left the insurance broker dealer world to build independent firm Eq… Read More
The right music can elevate your whole experience, whether it’s your wedding or a birthday party. Every celebration needs for unique kind of music. For instance, if you’re gettin… Read More
A conversation with Ray Sclafani, CEO and Founder, ClientWise
Overview
Ray Sclafani of ClientWise discusses the key areas that employee advisors and independent busin… Read More
Ah, prom... the biggest night of your teenager's life. It's the ultimate rite of passage for high schoolers — the night you finally feel like an adult. After the extravagant promposal… Read More
The 95th Academy Awards ceremony has taken place, and the red carpet was a sight to behold as celebrities displayed their fashion sense. This year, the carpet was not the typical &ldqu… Read More
A conversation with Leo Kelly, Founder and CEO, Verdence Capital Advisors
Overview
Leo Kelly, the founder and CEO of Verdence Capital Advisors, discusses life after M… Read More
January 19, 2023Mindy Diamond Quoted
by Victoria Zhuang
Merrill Lynch will not offer a way for financial advisors to independently affiliate with the Wall Street giant, even as in… Read More
A conversation with Louis Diamond
Overview
In an annual review for financial advisors, Mindy Diamond and Louis Diamond go out on a limb to share predictions for… Read More
The Kardashian-Jenner family got the greatest gift of all this holiday season — a performance from Sia at their annual Christmas Eve party!During yet another extravagant holiday party… Read More
Lily Collins made a style statement at the "Emily in Paris" premiere on Dec. 6. In celebration of the season three release in Paris, the lead actor experimented with a sultrier look than usu… Read More
Leonardo DiCaprio, a household name amongst the actors who are working in the Hollywood Industry, turned 48 on the 11th of November, 2022. He is an actor who has been in the industry for alm… Read More
September 23, 2022Mindy Diamond Quoted
by Alex Padalka
The independent advisor channel is gaining advisors while wirehouse advisor ranks shrink, according to a recent report.
“The goo… Read More