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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Posts by Louis Diamond

About Louis Diamond

President – Someone who “looks at every angle from a strategic perspective.” Sophisticated advisors and business owners alike learn quickly that they’ve found the right person in Louis when seeking counsel and clarity on growth, career management and the ever-changing industry landscape. Learn more...

    In-Person or Remote: Either Works, but it’s Decision Time

    In-Person or Remote: Either Works, but it’s Decision Time

    Louis Diamond Quoted – By Emily Dattilo, Financial Advisor IQ – In-Person or Remote: Either Works, but it’s Decision Time. Ambiguity in a company’s work arrangement policy can lead to lost job candidates.

    Integrated Partners Introduces W-2 Employee Model

    Integrated Partners Introduces W-2 Employee Model

    Louis Diamond Quoted – By Diana Britton, WealthManagement.com – Integrated Partners Introduces W-2 Employee Model. The RIA hopes both to free up senior advisors to work on more complex tasks and offer opportunities for talent new to the industry.

    Integrated Partners to Enter the M&A Business

    Integrated Partners to Enter the M&A Business

    Louis Diamond Quoted – By Diana Britton, WealthManagement.com – Integrated Partners to Enter the M&A Business. The RIA also announced it has recruited a Missouri-based team, with $230 million in client assets, from Stifel.

    Raymond James introduces channel No. 4, a user-friendly RIA model after its three current channels — IBD, RIA and captive — make negligible net recruiting advances

    Raymond James introduces channel No. 4, a user-friendly RIA model after its three current channels — IBD, RIA and captive — make negligible net recruiting advances

    Louis Diamond Quoted – By Lisa Shidler, RIA Biz – Raymond James Financial prospects far too often in 2021 checked none-of-the-above on its menu of affiliation channels — IBD, RIA and captive, so it’s added a fourth– a new “RIA” model that is more user-friendly.

    Transition Announcement: UBS Team with $850mm AUM Goes Independent with Sanctuary Wealth

    Transition Announcement: UBS Team with $850mm AUM Goes Independent with Sanctuary Wealth

    30-Year Industry Veterans Managing $850mm in Client Assets Leave UBS for Independence with Sanctuary Wealth.

    UBS Loses $850 Million Advisor Team to Sanctuary Wealth

    UBS Loses $850 Million Advisor Team to Sanctuary Wealth

    By Andrew Welsch, Barron’s – A UBS advisor team led by two industry veterans has parted ways with the wirehouse to open their own independent practice with Sanctuary Wealth.

    The Form U5 Is A Powerful Weapon, Part III

    The Form U5 Is A Powerful Weapon, Part III

    Louis Diamond Quoted – By Jennifer Lea Reed, FA Magazine – If there is a chance for brokers to influence the termination language in their Form U5, they should take it with gratitude, because more often than not there isn’t one, say lawyers and recruiters.

    Transition Announcement: Merrill Team with 152 Years LOS and $920mm AUM Moves to Raymond James & Associates

    Transition Announcement: Merrill Team with 152 Years LOS and $920mm AUM Moves to Raymond James & Associates

    Mark Moyer, a Resident Director and Producing Manager at Merrill, and his family-based team were firsthand witnesses to changes which ensued once Bank of America took over.

    $6.5-Mln Merrill Family Team Jumps to Raymond James in Ohio

    $6.5-Mln Merrill Family Team Jumps to Raymond James in Ohio

    By Mason Braswell, AdvisorHub – Raymond James Financial has wooed a large family team that had generated $6.5 million in annual revenue at Merrill Lynch Wealth Management in Zanesville, Ohio.

    Ex-Merrill FA Fired After Smoothie Incident Now at Aegis Capital

    Ex-Merrill FA Fired After Smoothie Incident Now at Aegis Capital

    Louis Diamond Quoted – By Alex Padalka, FinancialAdvisor IQ – James Iannazzo, who last month was charged with criminal trespass and other counts, became registered with Aegis Capital on March 15.

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    Recent News & Articles

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    • Investing in Growth: Exploring KKR’s Attraction to $25B+ RIA Beacon Pointe
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