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In the News

Investment News 15th Anniversary Videocast: A look back, a look ahead

Posted by Mindy Diamond

Investment News

 

 

Videocast Featuring Mindy Diamond

Videocast: As part of a celebration of its 15th anniversary, InvestmentNews will host a videocast featuring three industry leaders who not only have watched the advice business change over the years but have been among those affecting its growth.

Our panel will glance back over the past 15 years and touch upon the major forces that have shaped the industry, then discuss what the business might look like in another 15 years.
Advisers Harold Evensky and Ross Levin, and recruiter Mindy Diamond, each brings unique insight and perspective to the discussion. They will be joined by InvestmentNews editor Frederick P. Gabriel Jr., who has chronicled changes in the advice business for the past 15 years.

Read more…

 

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About Mindy Diamond

CEO – 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...

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