• Home: Leading Financial Advisor Recruiting Firm
  • About Us
    • Meet the Team
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
  • FAQs
  • Articles
  • Podcast
    • Industry Update
    • Independence 101 Series
  • In the News
    • Moves in the News
  • Tools for Advisors
    • Advisor Transition Report 2022 – NEW!
    • Merrill Information Hub
    • UBS Information Hub
  • Contact Us
  • Subscribe for Updates

Questions? Call us: 908-879-1002

Contact us...
Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Louis Diamond
      • Howard Diamond
      • Jason Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Caryl Felicetta
      • Donna Riopel
      • Kelly Griffiths
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Sell-Side M&A Advisory
      • Consulting
  • FAQs
  • Articles
    • Subscribe for Updates
  • Podcast
    • Industry Update
    • Independence 101 Series
    • Subscribe for Updates
  • In the News
    • Moves in the News
    • Transition Announcements
  • Tools For Advisors
    • NEW – Diamond Consultants Advisor Transition Report 2022
    • Merrill Information Hub
    • UBS Information Hub
    • Other Tools
    • Subscribe to e-Newsletter

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.

As Wealth Managers Move To Diversify Customers’ Idle Cash, SVB’s Own Advisors Head For Exits

As Wealth Managers Move To Diversify Customers’ Idle Cash, SVB’s Own Advisors Head For Exits

Louis Diamond Quoted – By Sergei Klebnikov, Forbes – Still, many affluent clients already keep accounts at multiple financial institutions, observes Louis Diamond, president of Diamond Consultants, a New Jersey-based firm that works with advisors.

Winners and Losers: The Year that Was in the Wealth Management Recruiting Space

Winners and Losers: The Year that Was in the Wealth Management Recruiting Space

Jason Diamond Featured – Holt Hackney, AdvisorHub – An overview of the financial advisor recruiting firm, plus key data and findings from the firm’s 2022 Financial Advisor Transition Report.

Recruiters Reveal Their Secrets On Cultivating A Robust Advisor Pipeline

Recruiters Reveal Their Secrets On Cultivating A Robust Advisor Pipeline

Louis Diamond Quoted – By Jennifer Lea Reed, Financial Advisor Magazine – Advisory firms serious about hiring in 2023 say they are offering equity to seasoned professionals, establishing a pipeline through a local college, and mining networks for interns and career switchers. The more successful firms are very proactive and intentional.

The big questions facing SVB advisors and their clients

The big questions facing SVB advisors and their clients

Louis Diamond Quoted – By Ian Wenik, CityWire – Even if a large bank comes in and purchases what’s left of SVB, and even if the wealth management business is part of that sale, its advisors and clients could still be up for grabs.

Transition Deals Are More Competitive Than Ever: Report

Transition Deals Are More Competitive Than Ever: Report

Transition Report Referenced – By Diana Britton, WealthManagement.com – Baseline recruitment deals were up last year, even among the independents, and many firms are getting more creative with their deal structures to incentivize movement, according to a recent Diamond Consultants report.

‘Get it while it’s hot’: Financial advisor recruiting deals bigger and sweeter in 2022

‘Get it while it’s hot’: Financial advisor recruiting deals bigger and sweeter in 2022

Jason Diamond Quoted – By Victoria Zhuang, Financial-Planning.com – Recruitment of financial advisors was brisk last year and downright frenzied in the last six months, even as markets took a downturn, a new report shows.

Diamond Consultants Releases Full Year 2022 Advisor Transition Report

Diamond Consultants Releases Full Year 2022 Advisor Transition Report

Louis Diamond Interviewed – By Chris Latham, WealthSolutionsReport.com – Diamond Consultants Releases Full Year 2022 Advisor Transition Report

Diamond Consultants’ Louis Diamond On Best Practices For Advisor Recruitment And M&A

Diamond Consultants’ Louis Diamond On Best Practices For Advisor Recruitment And M&A

Louis Diamond Interviewed – By Chris Latham, WealthSolutionsReport.com – Louis Diamond Of Diamond Consultants Discusses The Evolution Of His Family’s Business, Prevailing Recruitment And M&A Market Conditions, And Considerations For Financial Advisors Seeking To Join Or Sell Wealth Management Firms

NewEdge Advisors Hatches Unique Strategy to Fuel Acquisition Pipeline

NewEdge Advisors Hatches Unique Strategy to Fuel Acquisition Pipeline

Louis Diamond Quoted – By Diana Britton, WealthManagement.com – Service platform NewEdge plans a pivot to acquisitions with a focus on buying the practices of younger, growth-hungry advisors who will then buy and manage firms of retiring advisors in their own regions.

Top Advisors Reveal How Wirehouses Can Retain the Best Young Talent

Top Advisors Reveal How Wirehouses Can Retain the Best Young Talent

Jason Diamond Quoted – By Victoria Zhuang, Financial-Planning.com – Advisors considering a move to a new firm want to feel supported and encounter less red tape, according to industry executives.

  • 1
  • 2
  • …
  • 70
  • 71

Subscribe for Updates

Get updated by email when a new article is added.


Listen. Here. Now

Recent News & Articles

  • As Wealth Managers Move To Diversify Customers’ Idle Cash, SVB’s Own Advisors Head For Exits
  • Financing Independence: A Lender’s Perspective on Breakaway Transitions, M&A and Succession
  • Winners and Losers: The Year that Was in the Wealth Management Recruiting Space
  • Recruiters Reveal Their Secrets On Cultivating A Robust Advisor Pipeline
  • What Really Makes Financial Advisors Happy?
Schedule a Complimentary Consultation
We're available to answer your questions. Contact us

Connect with us

Search

© 2023 · Diamond Financial Consultants, LLC t/a Diamond Consultants. All rights reserved.*

  • Leading Financial Advisor Recruiting Firm:
  • About
  • Services
  • FAQs
  • Articles
  • Podcast
  • News/Media
  • Tools/Resources
  • Contact
  • Our Locations
  • Privacy Policy
  • Site Map