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Knowledgebase for Advisors
Recent news, updates and advice from our blog for financial advisors and business owners.
The latest from our podcast series for financial advisors
Industry Update: What the Wealth Management Landscape Looks Like Today
The ever-expanding wealth management landscape represents a waterfall of possibilities for every advisor. In this episode, Mindy Diamond takes a close look at the current landscape, outlining the “continuum” of models—comparing and contrasting the features and benefits of each. 
Listen…
Looking at M&A from the Seller’s Side of the Table
Part 2 of 2 on M&A: Jeff Concepcion of Stratos Wealth Partners shares why he chose Emigrant Partners as a capital partner, what independent firm owners need to do when preparing for an acquisition, how he grew his firm from zero to $14B AUM in just 12 years, and much more. Listen…
Looking at M&A from the Acquirer’s Side of the Table
Part 1 of 2 on M&A: Karl Heckenberg, president and CEO of Emigrant Partners, discusses how the firm’s value proposition, plus the well-established clout of the Milstein family, is representative of a “new breed of acquirers” in the RIA space. Listen…
In the News
The Hill Group Exits Morgan Stanley for Sanctuary Wealth
July 7, 2020 Barbara Herman Quoted By Asia Martin When Emily Bowersock Hill read about Evans May Wealth joining Sanctuary Wealth Management…
Read MoreIt’s Game On For Broker-Dealers
July 1, 2020 Louis Diamond Quoted By Jacqueline Sergeant The pandemic has weakened, recession has taken a back seat, advisors…
Read MoreAthlete-Focused Advisors Trend Towards Independence
June 29, 2020 Louis Diamond Quoted By Asia Martin With his firm’s two-year anniversary coming up in July, Bruce K.…
Read MoreLearning to Look Beyond Uncertainty to See Opportunity
By Mindy Diamond 10-Steps to Help You Adjust Your Focus and Move Forward Positively into the New World I think…
Read MoreDisillusioned UBS vet bolts wirehouse, declares independence on 65th birthday
June 24, 2020 Mindy Diamond Mentioned By Ann Marsh Ahmie Baum knows something about transitions. After all, the longtime ex-UBS…
Read MoreHow Mindy Diamond Became a Top Recruiter
June 22, 2020 Mindy Diamond Featured By Jake Martin Mindy Diamond stood to collect a hefty fee from yet another…
Read MorePittsburgh-Based Advisor Launches $400M Indy With Dynasty
June 19, 2020 By Joyce Blay Wealth advisor Ahmie E. Baum has partnered with Dynasty Financial Partners to launch new…
Read More$3.5 Million UBS Broker Goes Indy, RBC Nabs Wells Vet with $250-Mln Book
Diamond Consultants Mentioned By Vicky Ge Huang UBS Wealth Management, Wells Fargo Advisors and Merrill Lynch lost veteran brokerage teams…
Read More$400m ex-UBS team launches Dynasty-backed RIA
June 18, 2020 By Ian Wenik Dynasty Financial Partners has launched its second RIA in a three-day span. The middle…
Read More$1.2 Billion UBS Advisor Team Goes Indie
June 17, 2020 By Ross Snel A financial advice team that managed $1.2 billion at UBS has taken the leap to independence…
Read MoreUBS $1.2 Billion Wealth Team Breaks Away to Open Firm in Florida
June 17, 2020 By Suzanne Wooley Matt Kilgroe and his team have left UBS Group AG, where they managed $1.2…
Read MoreSanctuary Wealth to Finance Partner Firm Acquisitions
June 16, 2020 Louis Diamond Quoted By Erick Bergquist Jim Dickson, founder and CEO of Sanctuary Wealth, told WealthManagement.com that his firm will…
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