ADVISORHUB | OCTOBER 14, 2026
As the wealth management industry prepares for 2027, firms are navigating a changing landscape shaped by AI, consolidation, M&A activity, and increasing pressure to retain financial advisor talent.
In an AdvisorHub article examining the industry’s emerging risks, Louis Diamond, CEO of Diamond Consultants, shares his perspective on the factors that can drive advisor movement toward year-end. Compensation decisions, equity grants, and the implications of firm acquisitions can prompt advisors to reassess their options and consider whether their current firm remains the right fit.
“We tend to see more advisors thinking about a move around year-end.”
Louis also notes that firms involved in M&A transactions may face heightened attrition risk when advisors have questions about culture, compensation, autonomy, and their future within the organization. For RIAs and hybrid firms positioned to attract talent, those same challenges can create recruiting opportunities.
