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
Transition Report Referenced – By Diana Britton, WealthManagement.com – Baseline recruitment deals were up last year, even among the independents, and many firms are getting
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
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
Jason Diamond Quoted – By DJ Shaw, Financial Advisor IQ – Advisors considering a move to a new firm want to feel supported and encounter
Louis Diamond Quoted – By Diana Britton, WealthManagement.com – Service platform NewEdge plans a pivot to acquisitions with a focus on buying the practices of
Louis Diamond Quoted – By Hayley Cuccinello, Business Insider – Goldman Sachs posted its worst quarterly results since the pandemic on January 17. With dealmaking
Louis Diamond Quoted – Business Insider – Goldman Sachs, BlackRock, and BNY kicked off 2023 with layoffs affecting as many as 5,000 workers.
Mindy Diamond Quoted – By Victoria Zhuang, Financial-Planning.com – Merrill Lynch will not offer a way for financial advisors to independently affiliate with the Wall
Louis Diamond Quoted – By Mark Schoeff Jr., InvestmentNews – If advisors who have less than a certain ownership threshold are free to leave an