Jason Diamond quoted By John Manganaro, ThinkAdvisor – Diamond said he expects the new approach will resonate well, at least with some advisors seeking a new approach to affiliation.
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Jason Diamond quoted By Jennifer Lea Reed, FAMag.com – Nearly 9,700 experienced advisors who hold Series 7 brokerage licenses changed firms in 2023, a 7.5% increase over 2022—a gain that came despite historically transition-dampening headwinds such as the regional banking crisis early in the year and multiple geopolitical conflicts, said Diamond Consultants in its 2023 Advisor Transition report.
Advisor Recruiting Activity Stayed Strong in 2023 Despite Bank Turmoil. Expect More Moves This Year.
Jason Diamond quoted By Andrew Welsch, Barron’s – Advisor recruiting moves increased at a healthy clip last year despite a regional bank crisis that took down First Republic Bank, one of the industry’s leading recruiters, according to a new report by Diamond Consultants.
Louis Diamond Quoted – By Glenn Koch, Financial Advisor IQ – Bank of America Chair and Chief Executive Officer Brian Moynihan says there’s plenty of runway for his firm’s wealth management unit to get more production out of its advisors and increase profits.
Mindy Diamond Cited – By Mason Braswell, AdvisorHub – Boston-based private equity firm Summit Partners is backing former First Republic Private Wealth Management head Bob Thornton’s wealth management venture, according to an announcement on Thursday.
Louis Diamond Quoted – By Sam Bojarski, CityWire – Some RIAs will have to notify California employees by February 14 that non-competes and other contract provisions are void under new state laws.
Jason Diamond Quoted – By Dan Shaw, FinancialPlanning.com – For the second time in just over a week, UBS Group is announcing the recruitment of a wealth management team overseeing billions in clients assets from its rival Merrill.
Jason Diamond Quoted – By Nathan Place, FinancialPlanning.com – Wells Fargo reported higher company-wide earnings for the fourth quarter of 2023, but one department suffered: wealth management.
Louis Diamond Quoted – By Miriam Rozen, AdvisorHub – UBS Wealth Management USA is reworking a popular feature of its recruiting deals next year that had guaranteed experienced brokers’ deferred bonuses regardless of their revenue growth.
Louis Diamond Quoted – By Bruce Kelly, AdvisorHub – More than two decades old, the NFLPA’s registered player financial advisor program for years was limited to individual financial advisors.
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