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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Transition Announcement: $1.5B Legacy Merrill Team Opts for Supported Independence

Transition Announcement: $1.5B Legacy Merrill Team Opts for Supported Independence

For brothers Brent and Brad Chappell, Merrill was truly a family business, with roots dating back to 1984 when their father Robert first established a practice with the firm in The Woodlands, a suburb of Houston, TX.

$1B team moves to Commonwealth with goal of 1,000 financial advisors

$1B team moves to Commonwealth with goal of 1,000 financial advisors

By Tobias Salinger, Financial-Planning.com – A billion-dollar team with nine planners left Edward Jones for Commonwealth Financial Network with a goal of recruiting and acquiring its way to 1,000 financial advisors over the next 20 years.

RIA Roundup: New Deals, Roles and Grads

RIA Roundup: New Deals, Roles and Grads

By Ali Hibbs, WealthManagement.com – Cedarwood Financial Partners Jumps to Commonwealth from Edward Jones.

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