Jason Diamond Quoted in FinancialPlanning.com, by Karen Demasters – Anyone looking for evidence of America’s growing shortage of financial advisors might point out the growing competition to recruit advisors among independent broker-dealers.
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Louis Diamond Quoted – By Larry Roth, WealthSolutions Report – Four Summer Deals By LPL, Atria And Cetera Have The Industry Abuzz.
Louis Diamond Quoted – By Bruce Kelly, InvestmentNews – Big banks can struggle when they’re trying to figure out a wealth management strategy that works for everyday retail investors.
Shirl Penney hands over ‘front end of the house’ to Andrew Marsh as Dynasty does post-$100-million raise, post-IPO withdrawal and post-Schwab partnering reboot
Louis Diamond Quoted – By Brooke Southall , RIABiz – Dynasty Financial Partners hired an RIA coach in April, and now it’s dragging him out of retirement, handing him the controls of the ‘front-end’ and applying his advice to reboot the Mothership.
Mindy Diamond Cited – By Miriam Rozen, AdvisorHub – Wells Fargo’s Broker Recruiting Deals Can Hit 400%, Sommers Says
Louis Diamond Quoted – By Miriam Rozen, AdvisorHub – “The lack of an ability to hire support staff, even if the advisors want to and take it on their own expenses is a major problem,” said Louis Diamond, a recruiter who has helped advisors exit UBS. “We hear about that all the time.”
Jason Diamond Quoted in FinancialPlanning.com, by Nathan Place – “There’s really no team that is too big for a firm like RBC from an assets perspective,” said Jason Diamond, a vice president at the recruitment firm Diamond Consultants, which counseled the ESOP Group on its move to RBC.
Louis Diamond Quoted – By Charles Paikert, AdvisorEngine – Executive recruiter Louis Diamond cites another practical advantage of non-traditional hires: someone new to the industry who is trained and molded by a firm is likely to be more loyal and less of a “flight risk” than a well-traveled advisor shopping a book of business.
Mindy Diamond Quoted – By by Victoria Zhuang, FinancialPlanning.com – Three ways for firms to win more female financial advisors.
Louis Diamond Quoted – By Karmen Alexander, AdvisorHub.com – Pine Valley Investments, a Marlton, New Jersey-based registered investment advisory firm, has picked up a Merrill Lynch broker who had been part of a team generating $3.8 million in annual revenue from $500 million in client assets.
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