The Inverse Grid: Is Your Firm Providing Enough Value?
By Jason Diamond, WealthManagement.com – When considering the products and services a firm provides in exchange for the revenue they keep, is it really a good value?
JPMorgan begins love-bombing campaign to keep First Republic advisors
Jason Diamond Quoted by Victoria Zhuang, Financial-Planning.com – JPMorgan Chase began wooing First Republic’s flighty wealth advisors on Monday immediately after it took over a substantial chunk of the faltering institution.
Mind the Pendulum: What the Bank Crisis is Teaching Us About the Industry Landscape
By Jason Diamond, WealthManagement.com – The natural order is being tested in the wealth management industry. And it will be some time before we see who the real winners and losers are.
J.P. Morgan Lures in $4.8-Mln UBS Team, $2.3-Mln Goldman Broker
By Karmen Alexander, AdvisorHub – Brent Herbert joined J.P. Morgan in February after overseeing around $445 million in assets at Goldman.
UBS’s recruiting website dances with forced Credit Suisse marriage and field leadership cuts
Jason Diamond Quoted by Victoria Zhuang, Financial-Planning.com – “Those field leadership positions are always vulnerable because they’re non-revenue producing positions,” said Jason Diamond, a vice president and senior consultant at industry recruiting firm Diamond Consultants.
Soul-searching wealth advisors ponder banking turmoil: Where do I want to work?
Jason Diamond Quoted by Victoria Zhuang, Financial-Planning.com – Jason Diamond said that wirehouses are most likely to gain from any exodus of advisors at collapsed institutions
Winners and Losers: The Year that Was in the Wealth Management Recruiting Space
Jason Diamond Featured – Holt Hackney, AdvisorHub – An overview of the financial advisor recruiting firm, plus key data and findings from the firm’s 2022 Financial Advisor Transition Report.
What Really Makes Financial Advisors Happy?
By Jason Diamond, WealthManagement.com – In a world driven by the bottom line, the root of contentment often lies behind less “easily measured” criteria
‘Get it while it’s hot’: Financial advisor recruiting deals bigger and sweeter in 2022
Jason Diamond Quoted – By Victoria Zhuang, Financial-Planning.com – Recruitment of financial advisors was brisk last year and downright frenzied in the last six months, even as markets took a downturn, a new report shows.
Demystifying Due Diligence: An Insider’s Guide to this Important Process
By Jason Diamond, WealthManagement.com – Tips, tricks, and best practices to eliminate the angst experienced by many advisors who embark on the journey of exploration.
