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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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In the News

In the News

Our expertise is often sought by leading national media publications for bylined articles and to provide background and color to industry news.

Advantage Goes To Advisors

Advantage Goes To Advisors

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.

Broker-Dealer M&A Picks Up. Don’t Pop The Champagne Just Yet

Broker-Dealer M&A Picks Up. Don’t Pop The Champagne Just Yet

Louis Diamond Quoted – By Larry Roth, WealthSolutions Report – Four Summer Deals By LPL, Atria And Cetera Have The Industry Abuzz.

Former Merrill star manager Oden jumps to HSBC

Former Merrill star manager Oden jumps to HSBC

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

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.

Wells Fargo’s Broker Recruiting Deals Can Hit 400%, Sommers Says

Wells Fargo’s Broker Recruiting Deals Can Hit 400%, Sommers Says

Mindy Diamond Cited – By Miriam Rozen, AdvisorHub – Wells Fargo’s Broker Recruiting Deals Can Hit 400%, Sommers Says

UBS’s Cost Cuts Dampen Brokers’ Expense Budgets

UBS’s Cost Cuts Dampen Brokers’ Expense Budgets

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.”

RBC makes biggest hire ever with $5.5 billion team from UBS

RBC makes biggest hire ever with $5.5 billion team from UBS

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.

How RIAs’ non-traditional hiring practices are creating a diverse talent pool in wealth management

How RIAs’ non-traditional hiring practices are creating a diverse talent pool in wealth management

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.

3 Ways for Firms to Win More Female Financial Advisors

3 Ways for Firms to Win More Female Financial Advisors

Mindy Diamond Quoted – By by Victoria Zhuang, FinancialPlanning.com – Three ways for firms to win more female financial advisors.

$2.4-Mln Merrill Broker Splits From Team to Join New Jersey RIA

$2.4-Mln Merrill Broker Splits From Team to Join New Jersey RIA

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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  • Advantage Goes To Advisors
  • Broker-Dealer M&A Picks Up. Don’t Pop The Champagne Just Yet
  • Orion’s Founder Eric Clarke on How Advisors Can Innovate, Disrupt and Win
  • Former Merrill star manager Oden jumps to HSBC
  • 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
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