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

First Republic Private Wealth Management And Rockefeller Capital Management: What Makes Them So Appealing To Top Financial Advisors?

First Republic Private Wealth Management And Rockefeller Capital Management: What Makes Them So Appealing To Top Financial Advisors?

By Mindy Diamond, Forbes.com – A peek behind the curtains of these two firms demonstrates how the right combination of features has created a best-of-both-worlds model that stands out amongst the competition.

The Wealth Management Landscape At A Glance: What Financial Advisors Need to Know

The Wealth Management Landscape At A Glance: What Financial Advisors Need to Know

By Mindy Diamond, Forbes.com – The ever-expanding wealth management industry landscape represents a waterfall of possibilities for every advisor and their clients. And having a clear understanding of the environment you’re building your business in is critical—regardless of whether you have a desire to move or not.

Industry Update: Why Rockefeller, First Republic and Other Boutique Firms Are Attracting So Many Top Advisors

Industry Update: Why Rockefeller, First Republic and Other Boutique Firms Are Attracting So Many Top Advisors

The 3rd of a 3-part series on the landscape of the wealth management industry explores today’s boutique firms – a quasi-independent model – focusing on the top 2 firms in particular: Rockefeller Capital Management and First Republic Wealth Management.

HighTower spent at least $100 million to buy the love [and revenues] of its own advisors, a key sign an IPO or sale is taking shape, industry observers say

HighTower spent at least $100 million to buy the love [and revenues] of its own advisors, a key sign an IPO or sale is taking shape, industry observers say

Louis Diamond Quoted – By Lisa Shidler, RIABiz – HighTower Advisors has finished investing the $100 million haul staked by Thomas H. Lee Partners, ending a stealth acquisition binge that saw ownership of its revenues rise from 23% to 80%, paving the way for a possible IPO or sale.

The Team of Kevin Baker & Daniel Sullivan

The Team of Kevin Baker & Daniel Sullivan

Reuters – J.P. Morgan Chase & Co’s wealth management unit said it hired a team of 6 veteran advisers from UBS, Merrill Lynch and Bernstein Global Wealth Management to expand the firm’s presence in Atlanta, New York and Seattle. The advisers together managed about $1.2 billion in client assets at their previous firms.

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