Why and when do financial advisors change firms? It’s complicated
Jason Diamond Quoted By Tobias Salinger, FinancialPlanning.com – Advisors “have a tremendous amount of power” as the managers of the client assets sought by an
Jason Diamond Quoted By Tobias Salinger, FinancialPlanning.com – Advisors “have a tremendous amount of power” as the managers of the client assets sought by an
Louis Diamond Quoted – By Karmen Alexander and Mason Braswell, AdvisorHub – &Partners, a hybrid brokerage and advisory firm launched 18 months ago, has reached
Diamond Consultants Transition Report Quoted – By Bruce Kelly, InvestmentNews – Wells Fargo Advisors, with close to 12,000 financial advisors, appears poised to have a
Diamond Consultants Transition Report Quoted – By Bruce Kelly, InvestmentNews – The financial advice industry has waited for years to see if the wirehouse would
Louis Quoted By Sam Del Rowe, FinancialAdvisor IQ – LPL Financial’s acquisition of Commonwealth Financial Network has solidified its dominant position in an evolving space
Louis Diamond Quoted – By Andrew Foerch, CityWire – The wealth management industry reacts to LPL Financial’s landmark acquisition of Commonwealth Financial Network.
Jason Diamond Quoted – By Lilly Riddle, CityWire – In its annual Financial Advisor Transition Report, Diamond Consultants found that intra-channel movement was ‘far more
Louis Diamond Quoted By Miriam Rozen and Mason Braswell, AdvisorHub – LPL Financial has agreed to buy smaller independent brokerage rival Commonwealth Financial Network for
Louis Diamond Quoted – By Charles Paikert, Family Wealth Report – Earlier this month on executive recruiter Louis Diamond’s podcast, he said LPL, far from
Diamond Consultants Transition Report Quoted – By John Manganaro, Recruiter Tells Commonwealth, LPL Advisors: Don’t Panic