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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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In the News

Mike Sha’s robo-advisor faced tough choices until two wirehouses offered unique partnerships — and maybe a new business model to boot

Posted by Louis Diamond

Louis Diamond Quoted
By Oisin Breen

Mike Sha has found a sweet spot for his robo-advisor software — two wirehouses that needed a quick entree into automated wealth management services serving mass-affluent millennials.

As a result, not only has the CEO of SigFig Wealth Management LLC received a huge injection of funding and remained in control of his destiny — he may be pioneering a new business model to boot.

“We hear that [UBS] is the clear technology laggard in the wirehouse space,” says Louis Diamond, principal of Diamond Consultants in New York, via email.

Read more…

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About Louis Diamond

President – Someone who “looks at every angle from a strategic perspective.” Sophisticated advisors and business owners alike learn quickly that they’ve found the right person in Louis when seeking counsel and clarity on growth, career management and the ever-changing industry landscape. Learn more...

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