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....
LISTENIn this segment of Industry Update for Financial Advisors, Mindy Diamond takes a look at where advisors are going, how movement is fueling the landscape’s evolution, and what’s serving as a “barometer” of change for the industry at large.
Wirehouse recruiting seems to be on the upswing, exemplified by recent high-profile hires and deals like Morgan Stanley’s acquisition of E*Trade. Are the wirehouses ready to compete in the recruiting wars? Mindy Diamond explores the battle for talent.
In trying to determine how best to manage a business and add value through these turbulent times, Mindy Diamond found these 10 ways to refocus energy and attention helpful in moving forward on a more positive path.
There’s a new wave of evolution coming which we expect will impact advisors no matter where they work. The good news is much of these changes will be for the better. Mindy Diamond shares 10 predictions for what the wealth management world will look like.
In this 10-minute update, Mindy Diamond explores the recent uptick in financial advisor recruiting activity, answers the questions we’re hearing most often from advisors, and shares the threshold question for advisors considering change.
Mindy Diamond takes a close look at the ever-evolving landscape of the wealth management industry, outlining the “continuum” of models—comparing and contrasting features and benefits for financial advisors.
Beginning her deep dive into the ever-changing landscape of the wealth management industry, Mindy Diamond explores the defining characteristics of wirehouse and regional firms, how they’ve changed in recent years, and much more.
The 3rd of a 3-part series on the landscape of the wealth management industry explores today’s boutique firms – a quasi-independent model – focusing on the top 2 firms in particular: Rockefeller Capital Management and First Republic Wealth Management.
Many advisors wonder whether their business value can be maximized under a brokerage umbrella. Louis Diamond shares 3 valuation scenarios, as well as sheds light on why so many advisors choose to go independent on the back 9 of their careers.
Who are the investors? How are deals structured? Why would an advisor choose to sell all or a portion of his business? What’s the downside? When to monetize? The answers to those questions and more for wirehouse and independent advisors.