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Industry Updates

Preparing for Exploration: 10 Practical Tips to Conduct a Strategic Due Diligence Process

Preparing for Exploration: 10 Practical Tips to Conduct a Strategic Due Diligence Process

In a wealth management landscape with more options for financial advisors than ever before, the need for a “strategic” due diligence process has become imperative. Mindy Diamond and Louis Diamond present 10 tips to guide the exploration journey.

Industry Update: Answers to the Top 10 Questions Advisors Ask When Considering Change

Industry Update: Answers to the Top 10 Questions Advisors Ask When Considering Change

Advisors considering a change of firms or models often have a lot of questions. This episode tackles the 10 most frequently asked by advisors and dispels some of the myths and misperceptions that often stop them from realizing their true potential.

Industry Update: 7 Real-World Lessons We Learned on Succession Planning

Industry Update: 7 Real-World Lessons We Learned on Succession Planning

The goal of succession planning is to “future-proof” the business, developing a strategic guide built upon the leader’s vision, sustainable scale and continual growth for the future of the firm. Mindy and Louis Diamond share key lessons from their succession planning journey, the art of “co-leadership,” choosing a successor, and more.

A Special Year-End Industry Update: 10 Ways That 2020 Will Reshape Wealth Management in 2021

A Special Year-End Industry Update: 10 Ways That 2020 Will Reshape Wealth Management in 2021

In a year nobody could have predicted, financial advisors are reporting the best years of their careers and we’re seeing the greatest amount of movement in a decade. Mindy Diamond explores that phenomenon, plus reveals 10 emerging trends for 2021 destined to reshape the industry for financial advisors and firms.

Industry Update on Goldman Sachs: What could a new RIA custodian mean for advisors and the industry?

Industry Update on Goldman Sachs: What could a new RIA custodian mean for advisors and the industry?

There have been reports of some significant changes brewing at Goldman Sachs that seem to indicate that the firm is going all-in on the RIA custody business. What does that mean for Goldman Private Wealth Advisors and the industry at large?

Industry Update: Why Working from Home May Be One of Wealth Management’s Biggest Game Changers

Industry Update: Why Working from Home May Be One of Wealth Management’s Biggest Game Changers

With nearly 60% of advisors currently working from home, how is that impacting their client relationships? And how are so many advisors still choosing to move in these uncertain times? Mindy Diamond discusses that and more in this Industry Update.

Industry Update on M&A: Meet the Investors—Why It’s Important for All Advisors to Know Who They Are

Industry Update on M&A: Meet the Investors—Why It’s Important for All Advisors to Know Who They Are

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.

Industry Update: Understanding the Real Value of a Financial Advisor’s Business

Industry Update: Understanding the Real Value of a Financial Advisor’s Business

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.

Industry Update: Why Rockefeller, First Republic and Other Boutique Firms Are Attracting So Many Top Advisors

Industry Update: Why Rockefeller, First Republic and Other Boutique Firms Are Attracting So Many Top Advisors

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.

Industry Update: A Deep Dive into the Wirehouses and Regional Firms

Industry Update: A Deep Dive into the Wirehouses and Regional Firms

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.

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