By Louis Diamond, CityWire.com - Building enterprise value starts long before a sale. Successful advisory business owners offer lessons on...
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By Louis Diamond, CityWire.com - Building enterprise value starts long before a sale. Successful advisory business owners offer lessons on...
READBy Louis Diamond, TheDailyUpside.com – Most advisors misjudge their business’s value, not because of the number, but because of the framework. Learn what really drives enterprise value.
By Jason Diamond, WealthManagement.com – Three pieces of real-world hindsight from advisors “who’ve been there and done that.”
By Mindy Diamond – When it comes to freedom and control, there are key differences amongst the independent broker dealer (IBD) and registered investment advisor (RIA) spaces that every advisor should be aware of.
By Allie Brunwasser, FA-Mag.com – As advisors evaluate firms, ownership structure is becoming a more important part of the conversation. Allison Brunwasser explores how privately held, publicly traded, and private equity-backed firms can impact culture, growth, and long-term enterprise value.
By Barbara Herman, AdvisorHub.com – When firms become more explicit about their priorities, growth expectations, and ideal advisor profile, it creates a pivotal moment for advisors to evaluate alignment, control, and the future they want to build for their business and clients.
By Joseph Ramonas, FA-Mag.com – For years, technology defined the competitive edge in wealth management. Now, a new force is reshaping that landscape. Artificial intelligence is emerging as the next wave of differentiation—prompting advisors to rethink not just where they are today, but which platforms are truly built for what comes next.
By Jason Diamond, WealthManagement.com – The old all-or-nothing transition story is fading. Today, greater optionality inside firms is giving advisors new ways to grow, evolve, and align their business without making a full move. The rise of the multi-channel firm reflects a broader shift: change no longer has to mean starting over.
By Jason Diamond, WealthManagement.com – Strong markets can drive growth, but durable wealth management businesses are built with intention. Jason Diamond outlines five practices top advisors use to create scalable firms designed to last.
By Louis Diamond, FA-Mag.com – Many successful advisors aren’t burned out or unhappy, but they’re quietly asking a different question: What’s next? As valuations rise and independence evolves, mid-career advisors are confronting a crossroads between comfort and control, stability and enterprise value. The real risk may not be change, but standing still.
By Jason Diamond, WealthManagement.com – Spending years inside the independent broker dealer framework can eventually spark a deeper reckoning. Advisors begin to look beyond the logo on the statement and ask a more fundamental question: does this structure still align with the future they’re building, or has their business outgrown its foundation?