Mindy Diamond Quoted
By Kevin Noblet
The mistakes women advisers make. Recruiter Mindy Diamond believes that, when it comes to their careers, some women advisers are just too trusting and others fail to set their own expectations high enough, Financial Planning says. Speaking at a women advisers’ conference in Boston, Ms.Diamond also listed failing to have a clear succession plan as a mistake some make. Men, of course, commonly do that, too.
UBS is increasing its recruiting efforts, offering top advisors deals of up to 550% of annual revenue while targeting experienced private bankers.
Advisors at some of the largest firms in the country are leaving, and not in a trickle. In 2024 alone, more than 9,600 experienced advisors changed firms, according to industry data from Diamond Consultants.
June 12, 2026Louis Diamond QuotedBy Andrew Cohen Median compensation for financial planners reached $195,000 in 2025, marking a 15% year-over-year
