Advisor moves: RBC lands $1B UBS team in Pittsburgh
Diamond Consultants’ research provides context for InvestmentNews’ coverage of a $1B+ UBS team moving to RBC Wealth Management.
Diamond Consultants’ research provides context for InvestmentNews’ coverage of a $1B+ UBS team moving to RBC Wealth Management.
Diamond Consultants announces Louis and Jason Diamond as Managing Partners, formalizing their shared leadership roles and reflecting the firm’s continued growth and evolution into a
Louis Diamond discusses how year-end compensation, equity grants, and M&A activity can influence financial advisor attrition and recruiting opportunities heading into 2027.
Jason Diamond discusses findings from Diamond Consultants’ latest Advisor Transition Report, including the departure of some of the industry’s largest wirehouse teams and the growing
ThinkAdvisor examines five trends shaping wirehouse recruiting in 2026, drawing on Diamond Consultants’ latest Advisor Transition Report to highlight firm-by-firm differences, advisor movement, and the
Jason Diamond discusses the growing movement away from wirehouses, what advisors are looking for in a new firm, and the findings from Diamond Consultants’ latest
Louis Diamond shares insights with InvestmentNews on NFL referee Shawn Hochuli’s dual career and why athletes can be well suited to financial advisory.
UBS is increasing its recruiting efforts, offering top advisors deals of up to 550% of annual revenue while targeting experienced private bankers.
Advisors at some of the largest firms in the country are leaving, and not in a trickle. In 2024 alone, more than 9,600 experienced advisors
Mindy Diamond, Featured – By Leo Kelly, F From the Ground Up with Leo Kelly: The Podcast for Entrepreneurs – In this episode of “From