Of Myths and Moving: 2025
By Jason Diamond, WealthManagement.com – 6 common misconceptions in the wealth management industry that have new meaning for financial advisors in the coming year.
By Jason Diamond, WealthManagement.com – 6 common misconceptions in the wealth management industry that have new meaning for financial advisors in the coming year.
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?
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 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 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 – Originally broadcast at the AdvisorHub Virtual Summit 2020, Mindy shares an update on recruiting and her advice on recognizing what you can and cannot control, plus key questions you can ask yourself to ensure your decision-making process is strategic.
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 Mindy Diamond – Over the years, there have been many signs and signals sent from firms that advisors may have dismissed or ignored. As such, they also missed a chance to discern the real meaning or intent—and their opportunity to take a more strategic and proactive stance.
By Louis Diamond – While bigger isn’t always better, the fact remains that smaller independent practices can benefit by understanding the example set by larger firms when it comes to “scale.” Simply put, most larger RIAs have optimized the management of capital, infrastructure, buying power and resources, resulting in a well-oiled machine that has mastered an optimal balance of organic and inorganic growth.
By Barbara Herman – It’s quite evident that the industry landscape has expanded dramatically—and an advisor in exploration mode has more to consider than ever before. As a result, it may be a daunting task for most to face the prospect of performing due diligence. Nonetheless, there is value in periodically exploring to gain an understanding of the legitimate options that exist—whether you’re thinking of moving or not.