How to Sell Clients on the Wirehouse-to-Indie Leap
Louis Diamond Quoted – By Katie Balevic, FinancialAdvisorIQ.com – Louis Diamond, chief executive officer of Diamond Consultants, said he tells advisors to “downplay how big
Louis Diamond Quoted – By Katie Balevic, FinancialAdvisorIQ.com – Louis Diamond, chief executive officer of Diamond Consultants, said he tells advisors to “downplay how big
Louis Diamond Quoted – By Bruce Kelly, InvestmentNews – The drop in headcount totals a net decline over the past 12 months of 229 fewer
Louis Diamond Quoted – By Bruce Kelly, InvestmentNews – Changes in compensation at UBS and LPL Financial Holdings’s acquisition of rival Commonwealth Financial Network are
Louis Diamond Quoted – By Dan Shaw, Financial-Planning- Louis Diamond, the CEO of the recruiting firm Diamond Consultants, said big wirehouses like Morgan Stanley are
By Sam Bojarski, CityWire – Sanctuary on Friday revealed an Orange County, Calif.-based wealth team led by advisors Jim Chiate and Tony Guinane has joined
Louis Diamond Quoted – By Karmen Alexander, AdvisorHub – Headcount at UBS’s Americas wealth unit, which includes a small number of advisors in Canada and
Louis Diamond Quoted – By Dinah Wisenberg Brin, ThinkAdvisor – Wells Fargo’s adjustment “reflects a smart evolution of its recruiting strategy. The new formula shifts
Morristown, New Jersey – May 6, 2025 – Diamond Consultants, the wealth management industry’s leading financial advisor recruiting, consulting and executive search firm, today announced
Louis Diamond Quoted by Miriam Rozen, AdvisorHub – Louis Diamond, a recruiter in New Jersey, said he has not yet seen “a ton” of movement
Jason Diamond Quoted By Tobias Salinger, And advisors are more likely to notice the pay for specific wealth management leadership roles, such as Morgan Stanley’s