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.

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.

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.

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 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.

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.

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

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

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.

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.