The Decision Guide: Simplifying the Daunting Process of Due Diligence
By Jason Diamond, WealthManagement.com – A step-by-step framework for evaluation of the when, how, and what of strategic due diligence.
Transition Announcement: $3mm Merrill Team from Philly Launches RIA Firm Presilium Private Wealth
For this team, the pandemic served as an opportunity to reflect on the past and how they could better serve their clients in the future.
Nearly All Merrill Brokers Expected to Shift to Teams by 2030
Jason Diamond Quoted – By Jeff Berman, ThinkAdvisor – Brokers at Merrill Lynch Wealth Management are increasingly shifting away from working on their own to becoming part of a team and just about all of them are expected to be part of a team eight years from now, according to Andy Sieg, president of the Merrill division.
$3.5-Mln Merrill Team Launches RIA, LPL Pulls from UBS, Morgan Stanley
By Jake Martin, AdvisorHub – Breakaway teams from Merrill Lynch, UBS Wealth Management USA and Morgan Stanley have flown their wirehouse coups in the past week for Dynasty Financial Partners and LPL Financial, according to announcements and registration records.
The Next Gen Dilemma: 5 Unique Realities Faced by Successors
By Jason Diamond, WealthManaement.com – The path for next gen advisors can be wrought with some pitfalls, yet when walked with confidence and flexibility, it can be immensely rewarding.
If Not Another Wirehouse, Then What?
By Jason Diamond, WealthManagement.com – Advisors considering change want something more than what they have at their current firm. The good news is that there’s plenty to choose from. But that’s the bad news, too.
5 Reasons Why You Should Mess with Success
By Jason Diamond, WealthManagement.com – Amid a banner year, it may feel counterintuitive to even think about disrupting momentum—but it may be wise to do just that.
An Open Letter to Edward Jones Advisors
By Jason Diamond – What’s changed at Edward Jones—and what’s driving so many advisors to seek other options? While many brokerage firms have seen noticeable advisor attrition in recent years, the velocity of moves away from Ed Jones, a firm that built its legacy on a strong culture, begs a few important questions.
