By Louis Diamond, InvestmentNews.com – Advisors breaking away for independence know what they are giving up, so how can they justify making this leap? The answer starts and ends with growth.
By Louis Diamond, FinancialPlanning.com – The line between working for an independent firm and a wirehouse is starting to blur for many advisors—and the lack of freedom and control, along with lackluster economics, has become a powerful motivator to consider other options.
By Louis Diamond, Barron’s – A process by which advisors can assess what is “really” portable when considering a move.
By Mindy Diamond and Louis Diamond, WealthManagement.com – The wealth management industry year in review: Recruiting, deals, movement and predictions for what financial advisors can expect in the year to come.
By Mindy Diamond & Louis Diamond, Barron’s – There’s been an interesting shift in movement amongst private bankers. Transitions by this constituency have risen dramatically over the last two years. What’s driving the change and what do private bankers need to know before making a transition to a wealth management firm?
The Gears of Change: How Evolving Expectations of 3 Key Stakeholders is Driving More Advisor Movement Than Ever Before
By Louis Diamond, Barron’s Advisor – Financial advisors are seeking greener pastures that offer the ability to achieve something better for themselves and their clients.
By Louis Diamond and Mindy Diamond, Wealthmanagement.com – A report on 2022 trends for financial advisors explores how the constant push towards something “better” is driving change and paving the way for the fastest evolution the wealth management industry has ever seen.
By Louis Diamond, AdvisorHub – An expanded landscape with more options than ever before has advisors wondering: “Should I go for the short-term windfall or bet on the long-term potential?” And there are good cases for both options.
By Louis Diamond, Investment News – It seems to be counter-intuitive for an advisor or team who may be riding the wave of their “best year ever” to change jerseys or break for independence. Yet it’s happening in record numbers.
By Louis Diamond, CityWire.com – In years past, a $1B+ independent firm would have automatically considered themselves a legitimate buyer. But today, with the red-hot M&A market spurred by scores of private equity capital, serial acquirers, and the emergence of mega-RIAs boasting a full suite of comprehensive client services, AUM is no longer a predictor of buyer status.
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