In the News
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$3.6bn UBS team sets up RIA with backing from Elevation Point
Cleros Wealth Partners launches in Fort Worth following a $3.6B UBS breakaway, with a minority investment from Elevation Point and...
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$3.6 Billion UBS Team Launches RIA Backed by Elevation Point
Cleros Wealth Partners launches an independent RIA following its $3.6B UBS breakaway, becoming the largest team backed by Elevation Point.
READEx-UBS Team Creates $3.6B RIA With Elevation Point Backing
Cleros Wealth Partners’ founders discuss their UBS breakaway, the flexibility of independence, and their selection of Elevation Point and Goldman Sachs.
READ$3.61 Billion Advisor Team Leaves UBS to Launch RIA With Backing From Elevation Point
Coverage of Cleros Wealth Partners’ $3.61B UBS breakaway and launch with backing from Elevation Point.
READUBS breakaway Cleros Wealth launches $3.61B RIA with Elevation Point
Louis Diamond puts UBS advisor departures in context as Cleros Wealth Partners launches a $3.61B RIA with backing from Elevation Point.
READAdvisors Have More Options Than Ever: Recruiter
Louis Diamond discusses the expanding range of options available to financial advisors, including recruiting trends, independent affiliation models, and the economics of launching an RIA.
READMerrill Tweaks Advisor Bonuses for 2027
Louis Diamond weighs in on Merrill's 2027 advisor compensation changes, comparing the firm's approach with Morgan Stanley and UBS and what the new incentives signal about each firm's priorities.
READAdvisor moves: RBC lands $1B UBS team in Pittsburgh
Diamond Consultants' research provides context for InvestmentNews' coverage of a $1B+ UBS team moving to RBC Wealth Management.
READDiamond Consultants Names Louis and Jason Diamond Managing Partners
Diamond Consultants announces Louis and Jason Diamond as Managing Partners, formalizing their shared leadership roles and reflecting the firm's continued growth and evolution into a multifaceted consulting business.
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