By Jason Diamond, WealthManagement.com - Digging a well before you’re thirsty is wise guidance for every advisor. Here are 4...
READPerspectives on economic trends, regulatory developments, and market conditions influencing financial advisors, wealth management firms, and strategic business decisions.
By Jason Diamond, WealthManagement.com - Digging a well before you’re thirsty is wise guidance for every advisor. Here are 4...
READBy Jason Diamond, WealthManagement.com – Digging a well before you’re thirsty is wise guidance for every advisor. Here are 4 ways to set yourself up for success despite what might lie ahead.
By Jason Diamond, WealthManagement.com – The natural order is being tested in the wealth management industry. And it will be some time before we see who the real winners and losers are.
By Louis Diamond, Barron’s – There are now multiple ways independent advisors looking to buy, grow, or transition their practice can unlock some liquidity.
By Mindy Diamond and Jason Diamond, AdvisorHub – While there is never a “perfect time” for a financial advisor to make a move, there are often perfect reasons to do so.
By Mindy Diamond, WealthManagement.com – So you’re considering independence and the potential of taking on a capital partner. Is that the right move—or is there a better way to financially de-risk the leap? Here are 5 things to consider.
By Louis Diamond, AdvisorHub – An expanded landscape with more options than ever before has advisors wondering: “Should I go for the short-term windfall or bet on the long-term potential?” And there are good cases for both options.
By Louis Diamond, CityWire.com – In years past, a $1B+ independent firm would have automatically considered themselves a legitimate buyer. But today, with the red-hot M&A market spurred by scores of private equity capital, serial acquirers, and the emergence of mega-RIAs boasting a full suite of comprehensive client services, AUM is no longer a predictor of buyer status.
By Mindy Diamond, WealthManagement.com – In today’s increasingly competitive marketplace, brokerage firms have doubled down on their efforts to retain top talent. With a vast arsenal of retention tools at the ready, advisors regularly face choices that solidify their obligations – as well as their assets – to the firms they work for.