Better Homes and Gardens® Real Estate is proud to announce the affiliated agents and teams recognized in this year’s REAL Trends Top 1000! We are thrilled that these… Read More
Hangman is the first nail-biting crime thriller in Jack Heath’s bestselling series starring one of a kind protagonist Timothy Blake. Read my audiobook review.
Publication: Bolind… Read More
10 Best Women-Led Heist Movies To Watch, If You Enjoyed Kareena Kapoor, Kriti Sanon And Tabu’s Crew On Netflix(Photo Credit –IMDb)Who says women cannot pull off a masterfully pla… Read More
With Reza Zamani – Founding Partner and Chief Executive Officer, SteelPeak Wealth
Overview
After a dozen years in the wirehouse world, Reza Zamani began to reco… Read More
With Rob Nelson – CEO and Founder, NorthRock Partners
Overview
Since his last visit on the show 5 years ago, Rob Nelson’s NorthRock Partners has grown exp… Read More
The Met Gala has always been a pinnacle of glamour, creativity, and cultural significance in the world of fashion. This year, it was even more dazzling as several South Asian wom… Read More
The 2024 Met Gala happened on the first Monday in May and it’s over now. The exhibition at The Metropolitan Museum of Art for 2024, called “Sleeping Beauties: Reawakening Fashion… Read More
(Written in response to numerous Facebook posts of "your poems are not good because ..." and "in the old days of poetry slam)IOur poems were never that goodno one's were or the world we… Read More
With Mindy Diamond & Louis Diamond
Overview
In looking for “better ways” to foster growth and solve for other long-term goals, advisors need to weigh… Read More
Discovering unique hairstyles for round faces that not only highlight your features but also serve to elongate your face can be a game-changer.
The right cut and style can tran… Read More
By ADITHI RAMAKRISHNAN | AP Science Writer
DALLAS — Millions across North America witnessed the moon block out the sun during a total solar eclipse Monday.
The eclipse’s path of… Read More
With Michael Kitces, Industry Thought Leader and Chief Financial Planning Nerd
Overview
Listen in for an insightful and revealing look into advisors’ minds and… Read More
Knocking the Paris Olympics off the travel trending top spot right now is the set-jetting trend in France.
It seems TV shows and films are responsible for influencing where we go on our h… Read More
With Brett Bernstein, CEO and Co-Founder of XML Financial Group
Overview
Brett Bernstein realized that he could not achieve his vision and goals within the wirehouse… Read More
With Mindy Diamond and Louis Diamond
Overview
A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for t… Read More
February 20, 2024Mindy Diamond Cited
by Mason Braswell
Boston-based private equity firm Summit Partners is backing former First Republic Private Wealth Management head Bob Thornton’s… Read More
Many view the 1980s as one of the best eras in television. Sitcoms in this decade were able to balance the classics from the 50s and 60s while pushing the envelope forward and innovating.&nb… Read More
With Summit Partners’ Bob Thornton, Executive in Residence, and Melanie Whelan, Managing Director
Overview
There was a time when First Republic Private Wealth M… Read More
With Barry Mitchell, Founder & Managing Director, Next Level Private
Overview
Former UBS advisor Barry Mitchell discusses why he messed with success in the quinte… Read More
We often speak about the competitive landscape as a positive providing maximum choice and optionality for advisors. But that also means maximum competition—and a much bigger stable… Read More
With Onur Erzan – Head of Global Client Group and Head of Private Wealth, AllianceBernstein
Overview
In a unique “other side of the table” perspecti… Read More
Canadian filmmaker Nisha Pahuja’s ‘To Kill a Tiger’ nominated for Oscar 2024Toronto: Delhi-born Nisha Pahuja’s film ‘To Kill a Tiger’ has been nomina… Read More
What were some of the most impactful trends of 2023?
How did these trends influence the decisions advisors made around change?
And what can be expected from 2024 when it comes to recruiti… Read More
modern dress styles for ladies :: Article Creator5 Modern Dress Watches That Outclass All Trends The world of fashion and style is ever-evolving, with trends comi… Read More
A Special Industry Update with Mindy Diamond and Louis Diamond
Overview
A review of the most influential trends that impacted advisors in 2023, plus predictions and a… Read More
It may be impossible for most people to think about gambling with hundreds of millions of dollars. But that’s what Hollywood does every month when they release movies made for tens, if… Read More
Wells Fargo Advisors presented its 2024 incentive compensation plan to its advisor force Tuesday, and the plan remains largely unchanged from 2023. According to the presentation… Read More
With Chris Cooke and Brian Cooke – Cooke Financial Group
Overview
What motivated this $1.6B multi-generational Wells Fargo team to leave the wirehouse world for… Read More
With Matthew Celenza, Founder and Managing Partner at Boulevard Family Wealth
Overview
Wirehouse advisors often wonder what they are missing as they watch peers and c… Read More
Garcelle Beauvais, Dorit Kemsley Mindy Small;Paul Archuleta/Getty Photographs(2)Garcelle Beauvais implies that there could also be extra occurring Dorit Kemsleyis a theft from the previo… Read More
One of the joys of travel is stumbling upon hidden gems. No, not the kind that comes with luck or by excavating soil and rocks, but a different type of treasure — those under-the-rad… Read More
Who doesn’t love a beautiful piece of jewelry? Women particularly know what a stunning pair of earrings does for their self-esteem, and it can… Read More
A conversation with Ghislain Gouraige, Partner, NewEdge Wealth
Overview
Ghislain Gouraige, a 15-year UBS veteran and former esteemed leader of the firm’s Privat… Read More
Nearly 500 guests gathered at Cipriani 42nd Street on Wednesday night to celebrate the work of Delivering Good and to recognize three outstanding women honorees. Thanks to our generous guest… Read More
A conversation with Louis Diamond
Overview
Mindy Diamond and Louis Diamond share ideas from 25 years of experience to help advisors navigate the daunting process of t… Read More
If you’ve ever wanted to play golf with Jason Bateman and Will Arnett, Zoom chat with Bryan Cranston or visit Ben Stiller on a Hollywood set, here’s your chance … these… Read More
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
Never has Maitreyi Ramakrishnan ever had a supporter like Mindy Kaling.The Never Have I Ever star, 21, tells outlet she considers the show’s creator “a mentor for life.”&ld… 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
Being an encouragement to others is one of the best ways to encourage ourselves. Today I am going to share with you Encouraging Bible Verses that Will Help You Feel Encouraged Encouragement… 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