By Mindy Diamond, Forbes.com – Change is typically motivated by a combination of pushes and pulls. Yet in the case of advisors managing $1B+, those factors are even greater. 2021 is proving to be an extraordinarily active year of movement amongst advisors at all levels, following on the heels of a record-breaking 2020.
By Jason Diamond, WealthManagement.com – Amid a banner year, it may feel counterintuitive to even think about disrupting momentum—but it may be wise to do just that.
By Jason Diamond – What’s changed at Edward 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 Mindy Diamond, InvestmentNews – In late August of this year, Merrill Lynch rolled out “Project Thunder,” a two-month campaign that appeared to be aimed at staving off increasing advisor attrition and addressing the frustrations of those still at the firm.
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 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 Mindy Diamond, WealthManagement.com – No doubt that changing market conditions, looming regulatory and tax law modifications, asset allocation and client requirements weigh heavily on the minds of all advisors—but for those considering change, there’s even more that they’re losing sleep over.
By Joshua Tomolak – For those advisors in the $250mm asset range who are looking to break free of the limitations on their ability to grow and serve clients, the independent space offers several viable.
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.
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.
