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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Regional Firms

A Nearly 200-Year-Old Success Story: How Janney Montgomery Scott Built a $135B Firm

A Nearly 200-Year-Old Success Story: How Janney Montgomery Scott Built a $135B Firm

Jerry Lombard, President of Janney’s Private Client Group talks about the regional firm’s exponential growth over recent years, plus how their unique balance of freedom and flexibility makes the employee model an attractive alternative for advisors.

Wall Street Meets Main Street: How RBC Wealth Management Combines a Global Approach with a Regional Feel

Wall Street Meets Main Street: How RBC Wealth Management Combines a Global Approach with a Regional Feel

How did a bank out of Canada rise to the ranks in the US wealth management space? RBC Wealth Management–U.S. President Tom Sagissor shares an insider’s perspective, plus why their “Wall Street meets Main Street” culture is attracting some of the industry’s top advisor talent, and much more.

A Culture of Choice: Why Raymond James Rocks the Regional Space and Advisor Recruiting

A Culture of Choice: Why Raymond James Rocks the Regional Space and Advisor Recruiting

Advisors’ desire for greater agency in serving clients and growing their businesses is driving growth toward regional firms like Raymond James & Associates. Tash Elwyn, President and CEO, discusses how choice is the foundation of the firm’s culture.

Regional Culture, Global Capabilities: Stifel’s $400B Success Story

Regional Culture, Global Capabilities: Stifel’s $400B Success Story

Ron Kruszewski, Chairman and CEO of Stifel Financial Corp., shares how the firm serves as an example of what a regional firm is representative of today, and discusses their extraordinary growth, the appeal of their entrepreneurial culture, and more.

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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