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
By Mindy Diamond, Forbes.com – For employee advisors who are taking a “bigger picture look” at their business, here are 3 valuation scenarios to consider
By Mindy Diamond – The reality is that many advisors start vetting firms without knowing exactly what it is they are ultimately looking for in
By Mindy Diamond – In a landscape with more options than ever before, a move from one big brokerage firm to another is more often
By Mindy Diamond – As firms cut back on recruiting and amp up their retention efforts, the balance of power shifts further and further away
By Mindy Diamond, WealthManagement.com – What are the recent recruiting practices by UBS and Merrill telegraphing to advisors about their ideal candidates and overall hiring
By Mindy Diamond, WealthManagement.com – 3 years later, financial advisors are still asking: Will Merrill leave the Protocol? And if Merrill opts out, what does
By Mindy Diamond, WealthManagement.com – Financial advisors who opted-in to Merrill’s CTP (Client Transition Program) are finding they are stuck in the ironclad agreement, bound
By Mindy Diamond, InvestmentNews – In late August of this year, Merrill Lynch rolled out “Project Thunder,” a two-month campaign that appeared to be aimed
By Mindy Diamond – Like most of us, advisors consider change for a multitude of reasons, yet we find that most of these can be
