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

Pershing, Dynasty and Envestnet gang-tackle Credit Suisse and jolt loose $1 billion duo

Posted by Mindy Diamond

RIA Biz Financial Advisor News

 

 

 

Mindy Diamond Quoted
By Brooke Southall

Hal Lambert and Jeff Wildin held their breakaway fire for several years until they could get all the capabilities — and keep 100% ownership.

Mindy Diamond, principal of Diamond Consultants LLC, says this breakaway is exhibit A for just how far independence has come as an option.

“The truth is that boutique firms like Credit Suisse have good enough offerings but the platforms are not as robust as what is available on a truly open architecture best in class platform like Dynasty’s,” she says. “I think we will see more of these moves. The fact that they can make this move while rebuilding their administrative team speaks volumes to the turnkey support that Dynasty provides in the transition and ongoing support to help advisors grow.”

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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