Wirehouse advisor movement accelerated in the first half of 2026, but the headline numbers tell only part of the story....
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Stay informed on the developments influencing financial advisor movement and the wealth management landscape. These podcast conversations examine recruiting trends, firm strategies, transition deals, compensation changes, and industry news, providing context to help advisors understand what the latest developments could mean for their businesses.
Wirehouse advisor movement accelerated in the first half of 2026, but the headline numbers tell only part of the story....
LISTENWirehouse advisor movement accelerated in the first half of 2026, but the headline numbers tell only part of the story. Louis and Jason Diamond examine where advisors are going, what’s driving change, and why expanding choice may be the most important trend of all.
Louis Diamond and Josh Tomolak unpack today’s IBD vs. RIA decision, explaining how the models differ, where they overlap, and how advisors can evaluate which path best supports the business they want to build.
A continuation of the Advisor Transition Playbook, this episode focuses on how the inputs to due diligence are evolving and how newer factors, such as AI and enterprise value, are shaping how advisors assess firms and long-term fit today.
Some of the most successful financial advisors still feel stuck. Louis and Mindy Diamond examine why success itself can become a constraint and how advisors can gain clarity about what comes next.
Vanguard’s acquisition of Altruist could reshape the RIA custody landscape. Louis Diamond shares his rapid reaction to the deal, what it could mean for advisors, and what he’ll be watching next.
Mindy Diamond and Louis Diamond explore 10 of the most common practices and behaviors of elite wealth management teams based on their experiences in guiding many of the industry’s top players.
Part 2 of 2 on M&A: For advisors who are reviewing their firm’s retire-in-place program, considering a recruitment deal, or looking to launch an independent firm, understanding the value on the open market is critical.
A curated collection of the top words of wisdom shared by wealth management industry leaders and top breakaways from the first year of the leading podcast series for advisors exploring the independent space, Mindy Diamond on Independence.
In a greatly expanded landscape, many independent models exist that provide varying levels of freedom and flexibility. Louis Diamond joins the episode to help identify, compare and contrast the 7 most popular options available to breakaway advisors.
A new bi-weekly podcast segment that takes a look beyond independence into what’s going on in the wealth management world at large. 10-minutes on 3 key things happening now and the impact on how financial advisors serve their clients and grow their businesses.