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 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 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.
By Allison Brunwasser, WealthManagement.com – While another advisor’s move may sound great, the reality is that every advisor’s business, clients, and vision for the future look different—and what works for them, may not work for you.
By Barbara Herman, InvestmentNews – With so much movement by top advisors, even diehard Merrill folks, who have been the industry’s most loyal over the years, are asking: “Why are so many people moving and what am I missing by staying?”
Ex-UBS advisor Robert Harris felt that the firm no longer allowed his team to serve their clients’ best and greater potential existed elsewhere. His partner didn’t agree. It’s a common thread amongst many partnerships who reach this crossroads.
The Real Cost of “Waiting it Out”—Why Holding Out for the “Ideal Time” to Make a Move May Not be the Best Idea
By Mindy Diamond, WealthManagement.com – For many advisors, it’s momentum vs what could be “a chance of a lifetime.” Business is booming, and life is good. Certainly, much may have changed at your firm in the last year or so—some of which may even be for the better.
By Mindy Diamond, Forbes.com – The due diligence process is intentionally done “under the radar” to ensure that advisors remain in compliance and in no way expose the fact that they’re exploring. But eventually the team needs to know—some sooner than others.
Changing firms or models comes with some risk, one of the most critical being client portability. It was a risk that this 26-year UBS veteran and his $530mm team found was worth taking to better serve their clients without conflict and limitations. Guest Steven Tenney, Founding Partner and CEO, Great Diamond Partners.
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