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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Merrill’s Swift Firing of FA Over Tirade a Stark Reminder

Merrill’s Swift Firing of FA Over Tirade a Stark Reminder

By James Rogers, Financial Advisor IQ – The swift firing of a Merrill Lynch financial advisor over an alleged bias incident at a Connecticut smoothie store serves to remind other FAs that they work in a high-profile industry, and there are consequences to bringing bad publicity to their employer’s doorstep.

The Post-Crisis World for Financial Advisors: 10 Predictions

The Post-Crisis World for Financial Advisors: 10 Predictions

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.

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