IN THE NEWS

‘Deals Are at an All-Time High,’ Recruiters Say

Mindy Diamond

Mindy Diamond at Recruiter's Roundtable - part 1 of 6 part series from On Wall Street exploring change and opportunity for financial advisors.

“It’s a good time to be an advisor.” Mindy Diamond at Recruiter’s Roundtable – part 1 of 6 part series from On Wall Street exploring change and opportunity for financial advisors. Watch it here…

Mindy Diamond

Chairman of the Board – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

Subscribe for Updates

Get updated by email when a new article is added.

UBS Snags BofA Private Bank Team Overseeing $1.3B in Florida

UBS is increasing its recruiting efforts, offering top advisors deals of up to 550% of annual revenue while targeting experienced private bankers.

Declaring Independence: Why Advisors Are Leaving the Captive Model Behind

Advisors at some of the largest firms in the country are leaving, and not in a trickle. In 2024 alone, more than 9,600 experienced advisors changed firms, according to industry data from Diamond Consultants.

RIAs trail other wealth channels in advisor pay, CFP Board finds

June 12, 2026Louis Diamond QuotedBy Andrew Cohen Median compensation for financial planners reached $195,000 in 2025, marking a 15% year-over-year