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In the News
06Dec
UBS buckles under uproar from brokers over non-solicit agreements
December 5, 2018 Louis Diamond Quoted By Bruce Kelly After causing an uproar earlier this year with its advisers and…
Read More04Dec
The 7 Most Transformative Wealth Management Events of the Past Two Decades
December 4, 2018 By Mindy Diamond This past September, Diamond Consultants celebrated its 20th anniversary as a recruiting firm in…
Read More29Nov
Next up for Baird: Retaining 380 Hilliard Lyons advisors
November 29, 2018 Mindy Diamond Quoted By Andrew Welsch Now comes the hard part for Baird. The firm’s acquisition of…
Read More28Nov
LPL recruits $300 million Founders Federal Credit Union group from Cetera
November 28, 2018 Louis Diamond Quoted By Jeff Benjamin LPL Financial has recruited a team managing $300 million from Cetera Advisor Networks,…
Read More12Nov
Step one: Withdraw from the broker protocol
November 20, 2018 Louis Diamond Quoted By Bruce Kelly Tired of having to pay six-figure bonuses to replace some of…
Read More07Nov
Multimillion-Dollar UBS Teams in Ohio Join Wells Fargo
November 7, 2018 By Mason Braswell Wells Fargo Advisors has convinced two teams from UBS Financial Services in Ohio cumulatively…
Read More05Nov
Succession Planning: Avoiding the 6 Most Common Mistakes
November 4, 2018 By Wendy Leung Avoiding these 6 most common mistakes will help protect an advisor’s business, clients and…
Read More05Nov
Succession Planning: Avoiding the 6 Most Common Mistakes
November 4, 2018 By Wendy Leung Avoiding these 6 most common mistakes will help protect an advisor’s business, clients and…
Read More31Oct
Trouble Might be Brewing for Custom Loans to Wealthy Clients
October 31, 2018 Howard Diamond Quoted By Miriam Rosen Custom loans to financial advisors’ high net worth clients bolster the…
Read More22Oct
LPL snatches $3.7 billion Exemplar Financial from Cetera
October 22, 2018 Louis Diamond Quoted By Jeff Benjamin LPL Financial has delivered the latest salvo in its bitter rivalry…
Read More
The latest from our podcast series for advisors
The Rewards and Risks of Independence: A Conversation with Mark Tibergien
Mark Tibergien, the CEO of BNY Mellon Pershing Advisor Solutions, shares his thoughts on the momentum towards independence, the evolving advisor mindset, what it takes to run a successful practice and much more. It’s an episode for all members of the wealth management community—from those at wirehouse firms to independent business owners. 
Listen…