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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.
By Jason Diamond and Mindy Diamond, WealthManagement.com – Independence in the wealth management industry is much like your local ice cream shop: There are many different flavors to choose from.
By Mindy Diamond – Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. So what does an IBD advisor do next?
By Mindy Diamond, Forbes.com – The truth is that taking the time to get educated about the opportunities available is a smart business decision—regardless of whether you want or are ready to make a move.
