Consolidators fuel RIA recruiting boom
Louis Diamond quoted – By Andrew Cohen, InvestmentNews – RIAs have a deal-structure edge over wirehouses or broker-dealers in recruiting advisors looking to sell their
Louis Diamond quoted – By Andrew Cohen, InvestmentNews – RIAs have a deal-structure edge over wirehouses or broker-dealers in recruiting advisors looking to sell their
Louis Diamond quoted – By Eric Rasmussen, FA-Mag.com – In mid-February, Altruist launched Hazel, an AI tool that analyzes client financial data to generate tax
Jason Diamond Quoted by Diana Britton, WealthManagement.com – 2025 was a banner year for advisor recruiting, with 11,172 experienced advisors changing firms, up 16% from
2026 Transition Report, AdvisorHub.com – A data-driven look at where advisors are moving, why they’re making changes, and what it means for your business in
Jaosn Diamond Quoted By Tobias Salinger, FinancialPlanning.com – “The firm is litigious — they have a reputation,” Diamond said. “Most advisors, if anything, are trying
Louis Diamond Quoted by Thomas Lee, WealthSoultionsReport.com – As Wirehouse Advisors Continue To Migrate To The Independent Channel, The Motivation Is Shifting From Autonomy Alone
Transition Report Mentioned, By Peter Saalfield, CityWire – The number of experienced financial advisors who changed firms or models rose to the highest annual total
Louis Diamond Quoted By Andrew Welsch, Barron’s Advisor – When a group of financial advisors quit to open their own firm, their departure sparked a
Louis Diamond quoted by Dinah Wisenberg Brin, TinkAdvisor – Louis Diamond, CEO of Dimond Consultants, says he expects to see similar deals in the next
Louis Diamond Featured – Louis Diamond of Diamond Consultants joins Barrett Ayers of Adhesion Wealth, and Jim Dickson of Sanctuary Wealth in a podcast