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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

Technology’s Role in Building a Firm for Maximum Value

In part 2 of 2, Eric Poirier, CEO of Addepar, explores the ongoing role technology plays in the different stages of a business, as well as a firm’s valuation, and what independent firm owners need to consider as their businesses and clients evolve. Listen…

In the News

13Sep

UBS Loses East Coast, West Coast, Midwest Teams

Louis Diamond Quoted By AdvisorHub Staff Three teams of UBS Wealth Management Americas advisors whose leaders each have more than…

12Sep

The Perfect Deal Doesn’t Exist

By Mindy Diamond Advisors who are exploring their options will be the first to tell you: The world of recruiting…

11Sep

Mega-RIAs Are on the Prowl. But a Bad Deal Can Quickly Backfire on an Advisor.

Louis Diamond Quoted By David Sterman Throughout an advisor’s career, major milestones justify the celebratory popping of top-notch champagne. Be…

06Sep

Morgan Stanley Lands $10-Million Goldman Team in Seattle

Mindy Diamond Quoted by Mason Braswell A team of Goldman Sachs brokers in Seattle with $10 million in production have joined…

04Sep

AdvisorHub Now Distributing Mindy Diamond on Independence Podcast

AdvisorHub is pleased to announce that Mindy Diamond on Independence, the podcast series created by the President and CEO of…

03Sep

The Real Truth About Advisor Moves: What Lies Beneath the Numbers

Louis Diamond Quoted By Mrinalini Krishna Last year, most large broker-dealers claimed 12 months of record recruiting. This year, even…

27Aug

Oisin’s Bits: Sanctuary adds breakway No. 26 to $10 billion haul, reeling in Morgan Stanley firm eager to shed ‘old mindset’

Louis Diamond Quoted By Oisin Breen Sanctuary Wealth just poached yet another breakaway, its 26th in the sixteen months since…

15Aug

A 20-year Merrill Lynch veteran got Sanctuary Wealth to $10 billion in AUA in 15 months with no outside capital and no time in bed

Louis Diamond Quoted By Olsin Breen Using a quasi-contrarian philosophy, his own money, a discarded brand name and a willingness…

14Aug

Why Fewer But Bigger Advisors Are Switching Firms This Year

Louis Diamond Quoted By Mrinalini Krishna Big teams with long tenures are leaving big-name shops, according to experts who say…

13Aug

Tech is now essential in the battle to recruit and keep wealth talent. Deutsche Bank and Morgan Stanley execs gave us their pitch.

Mindy Diamond Quoted By Rebecca Ungarino In the wealth management industry, where competition for adviser talent is fierce, candidates looking…