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....
LISTENA download on M&A for the advisor who has an interest in building a business designed to be an attractive prospect for sale at maximum enterprise value. Identifies options to consider, the risks, and potential rewards.
The ultimate survival guide for employee advisors, offering essential advice on navigating the realities of control. Learn actionable points to consider should you find yourself dealing with the impact of mergers and acquisitions, new mandates, heightened vulnerability, and more.
A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams, and firm in the business. Listen in to spark ideas designed to drive greater growth.
With advisor expectations evolving, not all “good firms” are winning the talent. Mindy and Louis Diamond share what today’s top advisors really value—and why some firms are standing out while others fall short.
A special mid-year update with Jason and Louis Diamond on deals, transitions, and recruiting trends shaping 2025—and what advisors can expect in the months ahead.
A $129B team left Merrill to launch OpenArc Corporate Advisory, the largest breakaway in industry history. In this special episode, Dynasty’s Shirl Penney joins Louis Diamond to share an inside perspective on why the deal is about more than scale, what drove the move, and how it signals a new era for independence and the industry at large.
A guide to advisor transitions: due diligence, culture, deals, client comms,and lessons from the $129B Merrill breakaway.
2025 quietly reset expectations around growth, capital, and scale. In this Industry Update, we examine what last year set in motion and how advisors can position their businesses for what comes next in 2026.
Jason and Mindy Diamond unpack the real advisor transition playbook—from due diligence and culture fit to portability, enterprise value, and the evolving landscape of advisor choice.
A companion to the annual Advisor Transition Report, this episode explores what’s driving advisor movement and what it signals about control, growth, and evolving business models.