5 Trends that will Define the “New Abnormal” for Advisors in 2018
By Mindy Diamond – Looking back on the past 12 months, I think it’s fair to say that the “new normal” in the wealth management
By Mindy Diamond – Looking back on the past 12 months, I think it’s fair to say that the “new normal” in the wealth management
Infographic on Independence for Financial Advisors: At-a-glance view of the 5 Trends from 2017 that Proved the Resilience and Relevancy of the Independent Space.
Infographic for financial advisors on 5 Trends that will Define the “New Abnormal” for Advisors in 2018 from Diamond Consultants.
By Mindy Diamond – During the past few months, wirehouse advisors may feel as though they’re caught between a rock and a hard place. That
By Mindy Diamond – It’s just a few weeks into the new year and already I’ve met with a number of very impressive entrepreneurs –
By Mindy Diamond – It was the American philosopher and psychologist William James who first said, “No decision is, in itself, a decision.” And there
By Mindy Diamond – While there is no shortage of hungry and capable acquirers for well run, compliant and growing independent businesses, sometimes the best
By Mindy Diamond – So what will become of the restrictions and added bureaucracy that firms enacted as a result of the DoL Rule? Will
By Howard Diamond and Mindy Diamond – It’s the time of year when we gather the team at Diamond Consultants to revisit the prior year—and
By Mindy Diamond – “While the wirehouses have solved for succession planning by offering advisors exit strategies allowing them to monetize their life’s work, most