The new president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices, and shares his unique perspective on M&A, independence, business ownership, and more.
A quick yet thorough education for advisors on the independent space answering the questions that many of our advisor-clients ask us during due diligence.
Mindy Diamond Quoted – By Victoria Zhuang, Financial-Planning.com – Merrill Lynch will not offer a way for financial advisors to independently affiliate with the Wall Street giant, even as industry competitors open up that burgeoning business model, Merrill’s wealth management head said Thursday.
The leader of one of the top brokerage firms in the wealth management world, Andy Sieg, President of Merrill Lynch Wealth Management, in a candid one-on-one interview with Mindy Diamond.
An annual digest of the 2022 season’s most ground-breaking commentary for financial advisors and business owners on topics including autonomy, change, clients’ needs, succession, next gens, growth, and much more.
In an annual review for financial advisors, Mindy Diamond and Louis Diamond look at the past year’s activity and discuss developing trends that are destined to drive change for 2023, including recruiting, deals, M&A, and much more.
By Mindy Diamond and Louis Diamond, WealthManagement.com – The wealth management industry year in review: Recruiting, deals, movement and predictions for what financial advisors can expect in the year to come.
Erin Botsford of The Advisor Authority offers success secrets for financial advisors and business owners on how to build and grow a business, designed for scale, succession, and to be attractive to acquirers.
After 45 years at Wells Fargo and their predecessors, Larry Boggs left the wirehouse to build independent firm Boggs & Company with a team that includes 3 of his daughters. Larry discusses family, legacy, business ownership, and more.
Jerry Davidse discusses his transition from Merrill to building RIA firm Presilium Private Wealth with partner Brook Hart, gaining the freedom to communicate and create an exceptional experience for their clients.
