• Home: Leading Financial Advisor Recruiting Firm
  • About Us
    • Meet the Team
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
  • FAQs
  • Articles
  • Podcast
    • Industry Update
    • Independence 101 Series
  • In the News
    • Moves in the News
  • Tools for Advisors
  • Diamond Consultants Advisor Transition Report 2022
  • Edward Jones Advisor Transition Report 2022 edition
  • Merrill Advisor Transition Report 2022 edition
  • UBS Transition Report 2022 edition
  • NEW – Edward Information Jones Hub
  • Merrill Information Hub
  • UBS Information Hub
  • Contact Us
  • Subscribe for Updates

Questions? Call us: 908-879-1002

Contact us...
Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Louis Diamond
      • Howard Diamond
      • Jason Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Caryl Felicetta
      • Donna Riopel
      • Kelly Griffiths
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Sell-Side M&A Advisory
      • Consulting
  • FAQs
  • Articles
    • Subscribe for Updates
  • Podcast
    • Industry Update
    • Independence 101 Series
    • Subscribe for Updates
  • In the News
    • Moves in the News
    • Transition Announcements
  • Tools for Advisors
    • Diamond Consultants Advisor Transition Report 2022
    • Edward Jones Advisor Transition Report 2022 edition
    • Merrill Advisor Transition Report 2022 edition
    • UBS Transition Report 2022 edition
    • NEW – Edward Information Jones Hub
    • Merrill Information Hub
    • UBS Information Hub
    • Other Tools
    • Subscribe to e-Newsletter

In the News

Merrill Lures $1.2B Adviser Team From Morgan Stanley

Posted by Mindy Diamond

On Wall Street

Mindy Diamond Quoted
By Michael Wursthorn

Merrill Lynch has hired a team of Morgan Stanley financial advisers managing more than $1 billion for its ultrawealthy client group, as the big brokerage firms continue to compete with one another for multi-million-dollar clients and advisers.

Mindy Diamond, president of Diamond Consultants, a Chester, N.J.-based recruiting firm for financial advisers, described competition in this segment as “fierce,” saying firms are in “a race for top talent.”

Read more…

You may also be interested in...

Share
0

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...

    Recent News & Articles

    • Former Merrill star manager Oden jumps to HSBC
    • Shirl Penney hands over ‘front end of the house’ to Andrew Marsh as Dynasty does post-$100-million raise, post-IPO withdrawal and post-Schwab partnering reboot
    • Wells Fargo’s Broker Recruiting Deals Can Hit 400%, Sommers Says
    • UBS’s Cost Cuts Dampen Brokers’ Expense Budgets
    • It’s Not About the Money (Until it’s About the Money!)
    See. Here. Now.
    We're available to answer your questions. Contact us

    Connect with us

    Search

    © 2023 · Diamond Financial Consultants, LLC t/a Diamond Consultants. All rights reserved.*

    • Leading Financial Advisor Recruiting Firm:
    • About
    • Services
    • FAQs
    • Articles
    • Podcast
    • News/Media
    • Tools/Resources
    • Contact
    • Our Locations
    • Privacy Policy
    • Site Map