By Louis Diamond, FA-Mag.com – Many successful advisors aren’t burned out or unhappy, but they’re quietly asking a different question: What’s next? As valuations rise and independence evolves, mid-career advisors are confronting a crossroads between comfort and control, stability and enterprise value. The real risk may not be change, but standing still.
By Louis Diamond, CityWire.com – Informal plans for growth are breaking down at scale. Here’s what some of the most successful firms are doing about it.
By Louis Diamond, FA-Mag.com – Big firms are using TROs to slow or even “scare” departing teams. Yet advisors who follow the right legal steps can neutralize that risk and move with confidence.
By Louis Diamond, FA-Mag.com – A $129B Merrill team launches OpenArc, proving even the largest wirehouse advisors can thrive independently with scale, choice, and freedom.
By Louis Diamond, Barron’s – Six key lessons we learned from executing our own succession plan that can be applied to an advisor’s business.
By Louis Diamond, FinancialPlanning.com – Scale can provide a competitive advantage. Yet there might be scenarios in which bigger isn’t always better.
By Louis Diamond, WealthManagement.com – This new wave of transitioning advisors is feeling the pushes and pulls of an evolving industry.
By Louis Diamond, FA-Mag.com – The headlines, reports, and data all seem to indicate that the model is tagged for extinction. But is that really the case?
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.
