Louis Diamond on Year-End Advisor Movement and M&A Risks Heading into 2027
Louis Diamond discusses how year-end compensation, equity grants, and M&A activity can influence financial advisor attrition and recruiting opportunities heading into 2027.
Louis Diamond discusses how year-end compensation, equity grants, and M&A activity can influence financial advisor attrition and recruiting opportunities heading into 2027.
InvestmentNews covers the Cullman/Holt Group’s transition from UBS to Ascend Advisory Group, examining the team’s move and Wells Fargo FiNet’s continued recruiting momentum.
Louis Diamond shares insights with InvestmentNews on NFL referee Shawn Hochuli’s dual career and why athletes can be well suited to financial advisory.
Wirehouse advisor movement accelerated in the first half of 2026, but the headline numbers tell only part of the story. Louis and Jason Diamond examine where advisors are going, what’s driving change, and why expanding choice may be the most important trend of all.
After more than two decades at UBS, Jeff Cullman and Bruce Holt, CFP®, moved their $1.3B practice to Ascend Advisory Group through Wells Fargo FiNet, gaining greater ownership and control while preserving the resources and investment capabilities important to their clients.
WealthManagement.com reports on the Cullman/Holt Group’s departure from UBS to join Ascend Advisory Group through Wells Fargo FiNet, amid continued competition for large advisory teams.
ThinkAdvisor reports on the $1.3B Cullman/Holt Group’s move from UBS to Wells Fargo FiNet through Ascend Advisory Group in Ohio.
What does the modern family office look like in the age of AI? Cresset’s Susie Cranston and Kelly Wagman explore scale, technology, human advice, culture, and the future of wealth management.
Ascend Advisory Group announces the addition of Jeff Cullman, Bruce Holt, and their team, highlighting the appeal of combining independent ownership with the resources and collaborative culture of an established firm.
AdvisorHub reports on the Cullman/Holt Group’s $1.3B move from UBS to Ascend Advisory Group, a Wells Fargo FiNet-affiliated independent practice in Dublin, Ohio.