By Wendy Leung, WealthManagement.com – 2020 was off to a great start for advisors seeking new opportunities. Who could dispute the expansion of the landscape, advances in technology and widespread access to resources once only available at wirehouses? It seemed clear that advisors had more choice and opportunity than ever before. Then COVID-19 hit—changing the course of the year and of our world.
In this 10-minute update, Mindy Diamond explores the recent uptick in financial advisor recruiting activity, answers the questions we’re hearing most often from advisors, and shares the threshold question for advisors considering change.
By Louis Diamond, WealthManagement.com – With so much uncertainty and negativity pervading our lives, it’s helpful to imagine a future where we witness positive effects of the crisis on the RIA industry.
There’s a new wave of evolution coming which we expect will impact advisors no matter where they work. The good news is much of these changes will be for the better. Mindy Diamond shares 10 predictions for what the wealth management world will look like.
Lee Korn, who launched the independent firm Opal Wealth Advisors in January of 2019, shares how pulling together all the moving parts that go into building an RIA is a task that takes time, energy and a good amount of learning as you go—but worth it!
By Mindy Diamond, InvestmentNews – In an industry where widespread change was already underway, there’s a new wave of evolution ahead. Here are 10 predictions for what advisors can expect in a post-COVID-19 world.
How the Freedom to Communicate During a Crisis and Beyond Translated to 4x Growth for this ex-Morgan Stanley Team
The freedom to be creative and follow one’s instincts without a larger corporate agenda has enabled many independent advisors to successfully navigate the COVID-19 crisis. David Bahnsen of The Bahnsen Group shares his story and advice.
By Mindy Diamond, WealthManagement.com – Although the game of life feels like it’s been put on hold, there are things we can be doing to make the most of our time.
By Louis Diamond, WealthManagement.com – The wealth management industry was already evolving rapidly to match the needs of clients and advisors, yet the COVID-19 crisis is likely to accelerate the pace even faster. While each segment of the financial services ecosystem will no doubt be impacted, there’s one area in particular likely to evolve more than others: the Independent broker dealer (IBD) channel.
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