Wirehouses Losing Advisors While Indies Add Them: Report
Mindy Diamond Quoted – By Alex Padalka, Financial Advisor IQ – Wirehouses Losing Advisors While Indies Add Them: Report
Private Bankers Find Greater Independence: Former $2B J.P. Morgan Team on Their New Chapter with Cresset
Kevin McGuire and Sarah Burney, former J.P. Morgan Private Bankers, share their journey in moving their $2B HNW-focused business to Cresset. They discuss garden leave, portability, referrals, and more.
2022 Transition Report: An Update on Advisor Movement in the Wealth Management Industry for H1
10 top trends from Diamond Consultants Transition Report, the first of a bi-annual series of reports for financial advisors. A comprehensive, data-driven exploration of financial advisor movement over a specific timeframe.
One-on-One with Rudy Adolf: How Focus Financial Partners Revolutionized RIA M&A—and Went Public in the Process
Rudy Adolf describes how the idea of Focus Financial Partners evolved, filling a gap in how independent financial advisors accessed capital, resources and monetized their life’s work, plus the firm’s journey as a public company and more.
Industry Update: How to Maximize Your Career Enterprise Value
Advisors invest their time, energy, and talents in serving clients and fostering business growth. Ultimately, they are creating career enterprise value. Here’s how to maximize that value.
What We Can Learn When Top Advisors Leave Their Firms
By Mindy Diamond, WealthManagement.com – If changing firms made sense to these billion-dollar-plus advisors, what lessons can be learned by those who manage less but aspire for more?
10 Top Recruiters Who Have Moved Wealth Teams Managing Billions that Financial Advisors Should Know Right Now
Mindy Diamond and Louis Diamond Named in Top 10 – By Hayley Cuccinello and Rebecca Ungarino, Business Insider – Among the most visible financial advisor recruiters in the industry today — and the most-recommended by industry sources to Insider for this list is Diamond Consultants.
How to Deliver Massive Value: Turning the Tables on The Perfect RIA’s Matthew Jarvis
Matthew Jarvis rose from near bankruptcy to running a profitable independent financial advisory practice. He shares his story plus key teachings on extreme accountability and delivering massive value to clients.
Industry Update: Should You Consider a Move When Markets are Turbulent?
It’s common for financial advisors to share that they are uncomfortable thinking about a move when the markets are unsettled. But how does an advisor know if now is the right time to consider change? Learn that and more.
Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View
Kelly Milligan describes his journey at Merrill from zero to $1.5B in AUM, his role as Chair of the ACTM, the change in culture at the firm and how that motivated him and his team to launch independent firm Quorum Private Wealth.
