How did Buckingham Wealth Partners become a $50B+ mega-RIA enterprise? CEO Adam Birenbaum shares his M&A strategy, the role of an investment partner, plus advice for prospective breakaways and independent advisors, dealmaking red flags and more in this interview with Louis Diamond.
As a wirehouse advisor, Terry Cook found it became too difficult at UBS to meet the increasing demands of his high net worth clients. The only way to act as a true fiduciary meant “taking the ankle weights off” by making the leap to independence.
Advice from the top 10 independent advisors featured in 2020, a special episode representing the 100th in this podcast series for financial advisors. It’s a distillation of key commentary that answers the threshold question: Why independence?
By Mindy Diamond, WealthManagement.com – No one could have predicted what 2020 had in store for us, yet through it all, many financial advisors are finding themselves better off because of it. That said, there’s a certain groundwork that’s been laid for 10 trends emerging in 2021.
Louis Diamond Quoted – By Ian Wenik, Citywire – SVB Financial Group, the parent of commercial bank Silicon Valley Bank, plans to buy Boston Private for about $900m in shares and cash.
Mindy Diamond on the One Away Show with Bryan Wish – In this episode of the One Away Show, Mindy Diamond switches seats to share her journey with host Bryan Wish of BW Missions.
In a year nobody could have predicted, financial advisors are reporting the best years of their careers and we’re seeing the greatest amount of movement in a decade. Mindy Diamond explores that phenomenon, plus reveals 10 emerging trends for 2021 destined to reshape the industry for financial advisors and firms.
By Mindy Diamond, Forbes.com – The ever-expanding wealth management industry landscape represents a waterfall of possibilities for every advisor and their clients. And having a clear understanding of the environment you’re building your business in is critical—regardless of whether you have a desire to move or not.
Mindy Diamond Quoted, Financial Advisor IQ – The landscape of the wealth management industry continues evolving at a rapid pace, but most firms fall into one of several buckets along a “continuum,” from the most restrictive models to the ones offering the most flexibility, according to one industry consultant.
Jon Kuttin reveals how he built a $2.4B independent practice on the Ameriprise Financial platform—a strategy that includes a unique referral engine, the decision to transition from a client-facing advisor to CEO, plus great mentors and hard work.
