• Home: Leading Financial Advisor Recruiting Firm
  • About Us
    • Meet the Team
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
  • FAQs
  • Articles
  • Podcast
    • Industry Update
    • Independence 101 Series
  • In the News
    • Moves in the News
  • Tools for Advisors
  • Diamond Consultants Advisor Transition Report 2022
  • Edward Jones Advisor Transition Report 2022 edition
  • Merrill Advisor Transition Report 2022 edition
  • UBS Transition Report 2022 edition
  • NEW – Edward Information Jones Hub
  • Merrill Information Hub
  • UBS Information Hub
  • Contact Us
  • Subscribe for Updates

Questions? Call us: 908-879-1002

Contact us...
Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Louis Diamond
      • Howard Diamond
      • Jason Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Caryl Felicetta
      • Donna Riopel
      • Kelly Griffiths
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Sell-Side M&A Advisory
      • Consulting
  • FAQs
  • Articles
    • Subscribe for Updates
  • Podcast
    • Industry Update
    • Independence 101 Series
    • Subscribe for Updates
  • In the News
    • Moves in the News
    • Transition Announcements
  • Tools for Advisors
    • Diamond Consultants Advisor Transition Report 2022
    • Edward Jones Advisor Transition Report 2022 edition
    • Merrill Advisor Transition Report 2022 edition
    • UBS Transition Report 2022 edition
    • NEW – Edward Information Jones Hub
    • Merrill Information Hub
    • UBS Information Hub
    • Other Tools
    • Subscribe to e-Newsletter

Posts by Debbie Wallen

About Debbie Wallen

Senior Consultant – Debbie has expertly guided some of the industry’s leading advisors and teams, providing them with a thorough understanding of the landscape while always listening and having their best interests at heart. Learn more...

    Transition Announcement: $270mm Merrill Team Sets-Up Independent Practice with LPL

    Transition Announcement: $270mm Merrill Team Sets-Up Independent Practice with LPL

    Breakaway Wealth Management is a young, entrepreneurial team that values simplicity and transparency, with a desire to operate independently and provide a wider range of options and more personalized attention to their clients.

    Merrill Departures, Including Sieg’s, Inspired $2.7-Mln Team’s Breakaway to LPL

    Merrill Departures, Including Sieg’s, Inspired $2.7-Mln Team’s Breakaway to LPL

    By Karmen Alexander, AdvisorHub – A Merrill Lynch team whose leader said some other high-producing defections motivated his own exit has taken his $2.7 million group to LPL Financial in Hoboken, New Jersey. 

    Raymond James Draws Advisor Team from Merrill Lynch

    Raymond James Draws Advisor Team from Merrill Lynch

    By Sam Del Rowe, FAIQ.com – Raymond James announced that an advisor team has joined its employee advisor channel, Raymond James & Associates, from Merrill Lynch, where they had about $185 million in client assets.

    Merrill Lynch Advisors Managing $560 Million Jump to RBC

    Merrill Lynch Advisors Managing $560 Million Jump to RBC

    By Kenneth Corbin, Barron’s – RBC Wealth Management has notched another recruiting win, luring a Florida team with $560 million in client assets away from Merrill Lynch.

    RBC Nabs Merrill Team in Florida with $560 Million Book

    RBC Nabs Merrill Team in Florida with $560 Million Book

    Debbie Wallen Quoted, By Miriam Rozen and Mason Braswell, AdvisorHub – RBC Wealth Management-U.S. has reeled in a Merrill Lynch Wealth Management team of three brokers in Winter Park, Florida, who had managed roughly $560 million in assets, an RBC spokesperson confirmed.

    Duo managing $740 million join LPL’s employee channel

    Duo managing $740 million join LPL’s employee channel

    By Investment News – Kyle Smith and Michael Sandlin, who managed $740 million at Truist Investment Services in Raleigh, North Carolina, have joined Linsco, the employee channel of LPL Financial.

    What’s Driving All the Advisor Movement Away From Ed Jones?

    What’s Driving All the Advisor Movement Away From Ed Jones?

    By Debbie Wallen – Historically, advisors at Edward Jones rarely changed jerseys. They were loyal, felt independent enough, liked the culture and enjoyed the strong brand recognition. But, today, we are seeing more and more Jones’ advisors leaving—and here’s why

    Wells Recruits $3.5-Mln UBS Family Team, Million-Dollar RBC Producer

    Wells Recruits $3.5-Mln UBS Family Team, Million-Dollar RBC Producer

    By Vicky Ge Huang, AdvisorHub – Some of the brokerage industry’s most aggressive recruiters illustrated in the past week that their transition teams continue to operate during the pandemic as part of their broader business continuity plans.

    Merrill Lynch Team Bolts for Raymond James

    Merrill Lynch Team Bolts for Raymond James

    By Alex Padalka, Financial Advisor IQ – As Merrill Lynch reports that its advisor ranks dipped slightly in the second quarter 1% from the previous year, the wirehouse lost a team of brokers to Raymond James, according to Raymond James.

    Raymond James hires three wirehouse veterans with $487M

    Raymond James hires three wirehouse veterans with $487M

    By Graison Dangor, OnWallStreet – Raymond James hired three veteran wirehouse advisors with $487 million in combined assets to its employee channel in another victory for its expansion in the Northeast.

    • 1
    • 2

    Subscribe for Updates

    Get updated by email when a new article is added.


    Listen. Here. Now

    Recent News & Articles

    • Orion’s Founder Eric Clarke on How Advisors Can Innovate, Disrupt and Win
    • Former Merrill star manager Oden jumps to HSBC
    • Shirl Penney hands over ‘front end of the house’ to Andrew Marsh as Dynasty does post-$100-million raise, post-IPO withdrawal and post-Schwab partnering reboot
    • Wells Fargo’s Broker Recruiting Deals Can Hit 400%, Sommers Says
    • Summit Trail’s Jack Petersen on How Their Blockbuster Break Created a $16B Firm Designed to Serve the Unique Needs of UHNW Clients
    Schedule a Complimentary Consultation
    We're available to answer your questions. Contact us

    Connect with us

    Search

    © 2023 · Diamond Financial Consultants, LLC t/a Diamond Consultants. All rights reserved.*

    • Leading Financial Advisor Recruiting Firm:
    • About
    • Services
    • FAQs
    • Articles
    • Podcast
    • News/Media
    • Tools/Resources
    • Contact
    • Our Locations
    • Privacy Policy
    • Site Map