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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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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.

Advisors handling $2.4T of assets are retiring, as young talent flees the industry

Advisors handling $2.4T of assets are retiring, as young talent flees the industry

Jason Diamond Quoted by Victoria Zhuang, Financial-Planning.com – Financial advisors overseeing trillions of dollars of assets are preparing soon for their retirement years, making new talent an important commodity in wealth management. 

Move to JPMorgan Is Full Circle for Many First Republic Advisors

Move to JPMorgan Is Full Circle for Many First Republic Advisors

Louis Diamond Quoted – By Patrick Donachie, WealthManagement.com – Many First Republic advisors will tell you they left a wirehouse or large brokerage for the bank’s more entrepreneurial, boutique model.

JPMorgan begins love-bombing campaign to keep First Republic advisors

JPMorgan begins love-bombing campaign to keep First Republic advisors

Jason Diamond Quoted by Victoria Zhuang, Financial-Planning.com – JPMorgan Chase began wooing First Republic’s flighty wealth advisors on Monday immediately after it took over a substantial chunk of the faltering institution.

Financial Advisor Teams Come in Many Flavors. How to Pick the Right One for You

Financial Advisor Teams Come in Many Flavors. How to Pick the Right One for You

Mindy Diamond Quoted – By Steve Garmhausen, Barron’s – Investors often seek out large brokerage firms because they like having the stability of a big company. What many people may not realize is that top advisors at marquee firms like Morgan Stanley, Merrill Lynch, Wells Fargo, and UBS typically work in teams, which come in many different flavors.

Inside Morgan Stanley’s Success—and What’s Ahead

Inside Morgan Stanley’s Success—and What’s Ahead

Louis Diamond Quoted – By Carleton English, Barron’s – “The current environment has given them a tailwind because of the sentiment that bigger is safer,” says Louis Diamond, president of Diamond Consultants, a financial advisor recruiting firm. “There is a subset of advisors who want to be at a big firm.”

Beyond Comp: What Makes Advisory M&A Deals Stick

Beyond Comp: What Makes Advisory M&A Deals Stick

Louis Diamond Quoted – By Jeff Berman, PlanAdviser – When it comes to setting up a successful long-term relationship with top advisers, firms still generally rely on sticks instead of carrots.

Sieg’s move could foreshadow big changes at both Merrill and Citi

Sieg’s move could foreshadow big changes at both Merrill and Citi

Jason Diamond Quoted by Victoria Zhuang, Financial-Planning.com – “You have to let this stuff play out,” Jason Diamond, an industry recruiter at Diamond Consultants, said in an interview about what Merrill could look like under Hans and Schimpf. “Are they going to have the autonomy to implement their own decisions? Or are they really just going to be carrying out the orders from Brian Moynihan and the bank?”

Is Sieg’s Departure ‘Beginning of the End’ for Merrill’s Thundering Herd?

Is Sieg’s Departure ‘Beginning of the End’ for Merrill’s Thundering Herd?

Louis Diamond Quoted – By Jeff Berman, ThinkAdvisor – Citi’s courting of Sieg seems to be a sign that it means business — meaning a major return to the U.S. wealth management business, according to Louis Diamond, president of Diamond Consultants.

Swiss Miss: Why UBS’s deal with Credit Suisse will threaten its hold on rich clients

Swiss Miss: Why UBS’s deal with Credit Suisse will threaten its hold on rich clients

Louis Diamond Quoted – By Hayley Cuccinello, Business Insider – The expenses associated with the Credit Suisse acquisition might hamstring UBS when it comes to growth in the US. New York-based recruiter Louis Diamond said these costs may stop the bank’s aggressive recruitment efforts. 

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.

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