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.”
