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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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assets

How portable is my business?

How portable is my business?

By Barbara Herman – Whenever an advisor contemplates a move – regardless of the destination being a wirehouse, boutique, regional or independence – it’s important to assess the portability of the business. That is, identifying if the assets can be moved, and whether or not your clients will follow. Only when you have worked through this thought process can you really determine if a move makes sense.

Broker-dealer asset growth outpaces rival channels, Cerulli says

Broker-dealer asset growth outpaces rival channels, Cerulli says

Louis Diamond Quoted – By Bruce Kelly, Investment News – It’s been a good year for broker-dealers, compared with rival channels. The latest data from research and consulting firm Cerulli Associates found that national and regional B-Ds grew assets at a rate of 9.1% year-over-year, faster than all other adviser channels. Louis Diamond, vice president of Diamond Consultants, said he wasn’t surprised at all by the strong growth at B-Ds.

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