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In the News

Advisers Scramble as Firms Trim Overseas Business

Posted by Mindy Diamond

On Wall Street

Mindy Diamond Quoted
By Corrie Driebusch

Ileana Platt was put in a bind when Barclays PLC announced plans to pull out of the Latin American market for wealth management services.

The Miami-based financial adviser had joined Barclays in early 2013, and two-thirds of her clients live in Mexico, Panama, Peru and other Latin American countries.

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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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