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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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2016 Wrap-Up for Financial Advisors

Home Department of Labor / DoL Rule2016 Wrap-Up for Financial Advisors
2016 Wrap-Up for Financial Advisors

2016 Wrap-Up for Financial Advisors

Posted by Mindy Diamond

2016 can easily be described as a year of tumult and volatility. Yet, amidst all of the drama, firms are working to meet the challenges of a more stringent regulatory environment and business models are evolving. While advisors ride a roller coaster of change, new opportunities are emerging for those who keep their eye not on the headlines, but on their future.

So to help you prepare, we share with you our annual forecast of the coming year, along with some highlights of the past 6 months from our own Perspectives blog for financial advisors.

 

 

Readying for 2017: 6 Predictions Following a Year of Volatility

The forecast is for a new year of “balance”—but not without change. Read more…

 

 

The Future of Recruiting Opportunities

Looking at the Future of Recruiting Deals Through the Clouds of Uncertainty

Digesting the Impact of the DoL’s New World Order on Recruiting Deals

DOL FAQ #12 and its Impact on Recruiting

The Post-DOL World: Its Likely Impact on Recruiting Deals

The New Golden Rule for Advisors on the Move

The First Date: 5 Questions Every Advisor Should be Asking…And it’s Not About the Money

Meet the Hiring Manager: 5 Traits to Watch For

 

Surviving Termination

Surprise: You’ve Been Terminated!

 

Considering Independence

Independence for the “Not That Entrepreneurial” Advisor

“Am I too old to go independent?”

Independent Partnerships

Exploring the RIA Space

IBD vs. RIA: Which way should an advisor go?

 

Independent Broker Dealers

The Enduring Appeal of the Independent Broker Dealer

 

Mergers and Acquisitions

From the Eye of the Beholder: How Attractive is Your Firm to a Seller

 

Looking To the Future

The Impact of Conversation

Robo Advisors: Friend or Foe

Looking at Sunset Programs in a Whole New Light

Banking on Growth

Looking at Your Future With a Beginner’s Mind

Push vs Pull: When Desire Wins Out Over Frustration

Can Money Buy Happiness?

What is the Real “Art” of the Deal?

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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