The Missing Narrative of the $129B Merrill Breakaway Story
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, 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, 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
By Louis Diamond, WealthManagement.com – Traditionally, a wirehouse advisor looking to monetize his business had few choices: Either move to a firm paying a “recruiting
By Louis Diamond – Second of a series on advisor transition and transition deals: Analyzing transition packages attached to big firm moves and the components
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
By Louis Diamond, WealthManagement.com – With so much uncertainty and negativity pervading our lives, it’s helpful to imagine a future where we witness positive effects
By Louis Diamond, InvestmentNews – An interesting trend is developing amongst the largest and most successful independent broker dealer (IBD) practices. It’s a high-class problem
By Louis Diamond, WealthManagement.com – The wealth management industry was already evolving rapidly to match the needs of clients and advisors, yet the COVID-19 crisis
By Louis Diamond – The recent spate of mergers and acquisitions has led many principals of independent advisory firms to consider their own futures.
“If
By Louis Diamond – We often hear principals of independent firms speak of their desire to increase assets under management, and how they feel that