By Wendy Leung - The economics of financial advisor independence have changed. Explore transition capital, profitability, enterprise valuations, and the...
READInsights on evaluating career options, conducting due diligence, and navigating the advisor transition process. Explore the strategic, financial, and practical considerations that inform a successful move.
By Wendy Leung - The economics of financial advisor independence have changed. Explore transition capital, profitability, enterprise valuations, and the...
READBy Mindy Diamond, Forbes.com – The truth is that taking the time to get educated about the opportunities available is a smart business decision—regardless of whether you want or are ready to make a move.
By Jason Diamond – What’s changed at Ed Jones—and what’s driving so many advisors to seek other options? While many brokerage firms have seen noticeable advisor attrition in recent years, the velocity of moves away from Ed Jones, a firm that built its legacy on a strong culture, begs a few important questions.
By Wendy Leung – FinancialPlanning.com – Many advisors cite “improving client service” as the catalyst for a move—but knowing what the real impact will be is critical.
By Mindy Diamond & Louis Diamond, Barron’s – There’s been an interesting shift in movement amongst private bankers. Transitions by this constituency have risen dramatically over the last two years. What’s driving the change and what do private bankers need to know before making a transition to a wealth management firm?
By Jason Diamond, WealthManagement.com – A step-by-step framework for evaluation of the when, how, and what of strategic due diligence.
By Barbra Herman, InvestmentNews – Financial advisors may spend months, even years, performing the due diligence that leads them to their next best opportunity. Yet still, they often overlook some of the finer points that allow for a better post-move experience. Here are 8 tips to help advisors enjoy a less stressful experience during and after a move.
By Mindy Diamond, WealthManagement.com – In a world that is evolving so rapidly, it can be easy to get “stuck” hanging on to misconceptions which may ultimately be hindering success.
By Jason Diamond, WealthManagement.com – Advisors considering change want something more than what they have at their current firm. The good news is that there’s plenty to choose from. But that’s the bad news, too.
By Mindy Diamond, Forbes.com – Many advisors feel that changing firms or models is just too risky. But what they may not realize is that there’s also a risk to staying put.
By Mindy Diamond, Forbes.com – Just like a marriage, the early years of a partnership often reflect the initial values and ideals you shared as a courting couple. Yet people and circumstances evolve over time, so unless you grow together, you’re likely to grow apart.