By Louis Diamond, CityWire.com - Building enterprise value starts long before a sale. Successful advisory business owners offer lessons on...
READ
By Louis Diamond, CityWire.com - Building enterprise value starts long before a sale. Successful advisory business owners offer lessons on...
READBy 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.
By Wendy Leung, AdvisorHub – In today’s heightened regulatory environment, risk reduction is often a firm’s top priority—making advisors more vulnerable than ever before.
By Jason Diamond, WealthManagement.com – With The Clash ringing in their heads, advisors often get stuck when trying to answer the proverbial question: “Should I stay or should I go?”
By Barbra Herman, InvestmentNews – When considering a move, it’s critical to strike the right balance between satisfying specific, objective criteria for immediate needs while taking a wider perspective of longer-term goals and shared values.
By Mindy Diamond and Jason Diamond, Wealthmanagement.com – Firms are making an investment in each advisor who signs on the dotted line. Likewise, financial advisors who accept a recruiting deal are signifying the intent to make good on the firm’s investment. But situations change over time—is there a way out?
By Mindy Diamond, Forbes.com – So far, this year has proven that advisors are the real winners as firms have stepped up their games to become attractive landing spots with strong recruitment deals to match.
By Jason Diamond, WealthManagement.com – When the thought of making a move “gets real,” there’s another level of due diligence that advisors should embark upon.
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 Wendy Leung, WealthManagement.com – Many advisors dream of going independent for the freedom and flexibility to control their business, client service model, and bottom line. And the path to independence used to be simple—for most breakaway advisors, it was a straight line from an employer to an independent broker dealer (“IBD”).
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.