LPL CEO claims ‘prize’ ‘anti-LPL’ Commonwealth for just $2.7 billion
Louis Diamond Quoted – By Brooke Southall, RIABiz – In a sense, Commonwealth is in a league of its own, according to Louis Diamond, president,
Louis Diamond Quoted – By Brooke Southall, RIABiz – In a sense, Commonwealth is in a league of its own, according to Louis Diamond, president,
Diamond Consultants Transition Report Quoted – By Leo Almazora, InvestmentNews – Industry report details decades-long trends in expense ratios, 2024 fee movements, and how shifts
Diamond Consultants Transition Report Quoted – By Michael S. Fischer, ThinkAdvisor – In 2024, 9,615 experienced financial advisors changed firms, according to a new report
By Sam Del Rowe, FinancialAdvisor IQ – LPL Financial announced that it has added a financial advisor duo from Synovus Securities, where they oversaw a
March 19, 2025 – AdvisorHub Press Release, By Diamond Consultants – Diamond Consultants Releases Latest Advisor Transition Report: A Data-Driven Look at Industry Movements and
Louis Diamond Quoted – By Bruce Kelly, InvestmentNews -financial advisor movement throughout the industry in 2024 was relatively flat when compared to a year earlier,
Jason Diamond Quoted – By Janet Levaux, ThinkAdvisor – A total of 9,615 financial advisors with over three years of industry experience changed firms in
Jason Diamond Quoted – By Diana Britton, WaelthManagement.com – The top firms in the wealth management industry continued to compete fiercely for advisor teams in
Jason Diamond Quoted – By Dan Shaw, FinancialPlanning – Financial advisor training programs at Merrill and other wirehouses could certainly help reverse the trend of
Louis Diamond Quoted – By John Manganaro, ThinkAdvisor – The leaders of wealth management firms have a complex marketing and recruiting task: attracting talented financial