Jason Diamond discusses findings from Diamond Consultants’ latest Advisor Transition Report, including the departure of some of the industry’s largest wirehouse teams and the growing range of options available to successful advisors.
Jason Diamond discusses the growing movement away from wirehouses, what advisors are looking for in a new firm, and the findings from Diamond Consultants’ latest Transition Report.
ThinkAdvisor examines five trends shaping wirehouse recruiting in 2026, drawing on Diamond Consultants’ latest Advisor Transition Report to highlight firm-by-firm differences, advisor movement, and the changing competitive landscape.
By Jason Diamond, WealthManagement.com – Should every financial advisor go independent? Despite the growth and appeal of independence, the right model depends on your clients, goals, economics, time horizon, and the business life you want to build.
AssetMark CEO Michael Kim shares how financial advisors can create capacity for growth by leveraging outsourcing, technology, and AI—while keeping client experience at the center.
By Jason Diamond, WealthManagement.com – As wealth management businesses grow, greater scale can bring greater complexity. Learn how financial advisors can identify the “complexity tax” and build a more focused, efficient, and scalable business.
The best advisor platforms do more than provide technology and operational support. They become strategic partners that help advisors build stronger businesses, create enterprise value, and grow without compromise.
By Jason Diamond — Choosing to stay at your current firm shouldn’t happen by default. Discover four practical factors to help determine whether your current firm remains the best place to serve your clients and grow your business.
By Jason Diamond, WealthManagement.com – The question isn’t whether AI can replace a recruiter. It’s whether information alone is enough to make one of the most important business decisions of your career.
From professional golf to a nearly $5B multi-family office, Constantine Hatzivassiliou explains why the best advisors become the first call when life gets complicated.
