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In the News

Mega recruits: Biggest adviser moves so far this year

Posted by Mindy Diamond

On Wall Street

Mindy Diamond Quoted
By Sarah Martinson

Elite advisers are flocking to independent, boutique and regional firms. Seven of the 12 biggest recruiting moves so far this year have been wirehouse teams leaving to gain what they deem to be greater independence, according to hiring announcements. It’s no small loss. These teams oversaw more than $14 billion in institutional and private client assets.

“No matter how much a company says they are retrenching, they will hire a team that looks like this,” recruiter Mindy Diamond said about Merrill Lynch’s $3.3 billion grab from UBS.

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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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