RIA Recruiting: Here’s What Advisors Want from a Firm
Jason Diamond Quoted – By DJ Shaw – Advisors considering a move to a new firm want to feel supported and encounter less red tape, according to industry executives.
10 Ways Advisors Can Set Themselves Up for Success in 2023
By Jason Diamond, WealthManagement.com – The new year serves as an inflection point—a reminder that it’s always a good time to get your ducks in a row.
6 Factors That Trap Advisors in Indecision Mode
By Jason Diamond, WealthManagement.com – With The Clash ringing in their heads, advisors often get stuck when trying to answer the proverbial question: “Should I stay or should I go?”
Merrill Scoops Up $1B Citi Private Bank Team; First Republic Nabs $1.25B Wells Team
By Jake Martin, AdvisorHub – A four-advisor Citi Private Bank team managing $1 billion in client assets in Connecticut and New York has decamped for Merrill Lynch, according to a source familiar with the move.
‘Near record’ For Advisor Moves, Report Says
Jason Diamond Quoted – By Victoria Zhuang – With more career options than ever before, financial advisors have been job-hopping at a furious pace this year.
Morgan Stanley Tracks ‘financial DNA’ to Find Clients Hidden in Plain View
Jason Diamond Quoted – By Victoria Zhuang – Morgan Stanley plans to tease more wealth management clients out of its retirement and self-directed accounts by piecing together what the firm calls the “financial DNA” of each customer.
Taking Due Diligence Beyond Exploration: 6 Important Considerations
By Jason Diamond, WealthManagement.com – When the thought of making a move “gets real,” there’s another level of due diligence that advisors should embark upon.
Edward Jones Opens Multi-FA Office in Seattle
Jason Diamond Quoted – By Diana Britton – Edward Jones announced last month it was expanding its teaming options to allow for “more flexibility and choice” for its nearly 19,000 advisors and branch support members across the country.
Ed Jones Advisors on the Move: Two More Leaps to Independence
The ability to “do more” for clients without limitation is a common driver behind two recent moves that Diamond Consultants facilitated.
Sanctuary Wealth Welcomes Mesa Pointe Wealth
PRNewswire – Texas-based team with $120 million AUM joins from Edward Jones and chooses partnered independence with Sanctuary
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