• Home: Leading Financial Advisor Recruiting Firm
  • About Us
    • Meet the Team
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
  • FAQs
  • Articles
  • Podcast
    • Industry Update
    • Independence 101 Series
  • In the News
    • Moves in the News
  • Tools for Advisors
  • Diamond Consultants Advisor Transition Report 2022
  • NEW – Edward Jones Advisor Transition Report 2022 edition
  • NEW – Merrill Advisor Transition Report 2022 edition
  • NEW – UBS Transition Report 2022 edition
  • Merrill Information Hub
  • UBS Information Hub
  • Contact Us
  • Subscribe for Updates

Questions? Call us: 908-879-1002

Contact us...
Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Louis Diamond
      • Howard Diamond
      • Jason Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Caryl Felicetta
      • Donna Riopel
      • Kelly Griffiths
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Sell-Side M&A Advisory
      • Consulting
  • FAQs
  • Articles
    • Subscribe for Updates
  • Podcast
    • Industry Update
    • Independence 101 Series
    • Subscribe for Updates
  • In the News
    • Moves in the News
    • Transition Announcements
  • Tools for Advisors
    • NEW – Diamond Consultants Advisor Transition Report 2022
    • NEW – Edward Jones Advisor Transition Report 2022 edition
    • NEW – Merrill Advisor Transition Report 2022 edition
    • NEW – UBS Transition Report 2022 edition
    • Merrill Information Hub
    • UBS Information Hub
    • Other Tools
    • Subscribe to e-Newsletter

Edward Jones

An Open Letter to Edward Jones Advisors

An Open Letter to Edward Jones Advisors

By Jason Diamond – What’s changed at Ed Jones—and what’s driving so many advisors to seek other options? While many brokerage firms have seen noticeable advisor attrition in recent years, the velocity of moves away from Ed Jones, a firm that built its legacy on a strong culture, begs a few important questions.

What’s Driving All the Advisor Movement Away From Ed Jones?

What’s Driving All the Advisor Movement Away From Ed Jones?

By Debbie Wallen – Historically, advisors at Edward Jones rarely changed jerseys. They were loyal, felt independent enough, liked the culture and enjoyed the strong brand recognition. But, today, we are seeing more and more Jones’ advisors leaving—and here’s why

Exclusive: Edward Jones Pilots Shared Office Space for Brokers

Exclusive: Edward Jones Pilots Shared Office Space for Brokers

Louis Diamond Quoted – By Jake Martin, AdvisorHub – Real estate cost savings and broker demand for more collaboration appear to be putting pressure on Edward Jones to revisit its single-broker model, despite concerns that cohabitation could lead to intra-office competition.

With female managing partner in the wings, Edward Jones emphasizes diversity

With female managing partner in the wings, Edward Jones emphasizes diversity

Barbara Herman Quoted – By Bruce Kelly, InvestmentNews – At a time when the financial advice industry is desperately attempting to become younger and more diverse, Edward Jones’ move earlier this week to tap a woman as its next managing partner will only make the firm more attractive to potential female candidates seeking to work as an adviser, industry observers said. “I think two things are meaningful to advisers. First, that leadership comes from the rank and file, one of their own,” said Barbara Herman, a senior vice president at Diamond Consultants, a recruiting firm for advisers. “She started as an FA and that resonates with advisers.”

As Edward Jones Tops $1 Trillion in Assets, It Seeks Street Cred

As Edward Jones Tops $1 Trillion in Assets, It Seeks Street Cred

Mindy Diamond Quoted – By Lisa Beilfuss, The Wall Street Journal – Client assets at Edward Jones have surpassed $1 trillion, the regional brokerage said, as it competes in recruiting against Wall Street titans like Merrill Lynch and Morgan Stanley. The recruiting retrenchment at big firms “is an opportunity for a firm like Edward Jones to compete,” said Mindy Diamond, president and founder of Diamond Consultants, a recruiting firm for financial advisers. “The playing field has been leveled,” she said, with some veteran brokers now within Edward Jones’s reach.

Edward Jones Hits $1T, Seeks Advisors with Big City Chops

Edward Jones Hits $1T, Seeks Advisors with Big City Chops

Mindy Diamond Quoted – FundFire – Regional brokerage Edward Jones is taking its recruitment push to Wall Street, as its assets under management surpass $1 trillion and it hunts for big city advisors to serve its growing roster of big city clients, The Wall Street Journal reports.

Edward Jones Revives Recruiting Effort Aimed at Women

Edward Jones Revives Recruiting Effort Aimed at Women

Howard Diamond Quoted – By Murray Coleman, Financial Advisor IQ – The numbers just don’t add up. Nearly 51% of the population is made up of women, according to the U.S. Census Bureau. And by some estimates females represent a majority of the $3 trillion-plus in generational wealth transfer expected to take place in coming years.

Subscribe for Updates

Get updated by email when a new article is added.


Listen. Here. Now

Recent News & Articles

  • What a Move to Independence is Really Like: $1.75B ex-Merrill Advisor Shares His Perspective
  • What’s the ‘Real’ Value of a Financial Advisor’s Business?
  • Growth Through Media and Innovative Solutions: How Ross Gerber’s $2.2B Firm Found a Resounding Voice in Independence
  • Considering a Move? Here’s What You Need to Know: A Special Industry Update
  • Questions Every Advisor Should Ask Before Considering a Move: A Special Industry Update
Schedule a Complimentary Consultation
We're available to answer your questions. Contact us

Connect with us

Search

© 2023 · Diamond Financial Consultants, LLC t/a Diamond Consultants. All rights reserved.*

  • Leading Financial Advisor Recruiting Firm:
  • About
  • Services
  • FAQs
  • Articles
  • Podcast
  • News/Media
  • Tools/Resources
  • Contact
  • Our Locations
  • Privacy Policy
  • Site Map