‘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
Celebrating Independence: Different Perspectives on How to Achieve Greater Freedom and Control
By Jason Diamond and Mindy Diamond, WealthManagement.com – Independence in the wealth management industry is much like your local ice cream shop: There are many different flavors to choose from.
From Blinders to Binoculars: Why the Shift to a Longer-Term “Business Owner” Mentality is Driving Movement
By Jason Diamond, WealthMangement.com – There was a time when many advisors would never have considered a move. Why would they? In the short term, there was nothing to solve for. But now they’re thinking differently.
An Open Letter to Edward Jones Advisors
By Jason Diamond – What’s changed at Ed 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.
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.
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