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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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high net worth

From Bigger to Better: How a Former Smith Barney Superstar Found Her Competitive Advantage in Independence

From Bigger to Better: How a Former Smith Barney Superstar Found Her Competitive Advantage in Independence

Lori Van Dusen shares a perspective that spans over 3 decades—a career that started with Shearson Lehman Brothers in 1987, a bold breakaway from Citigroup Smith Barney to independence in 2008, followed by a second leap to build her current firm LVW Advisors.

For High-Net-Worth Clients, It’s Not About the Brand Name, It’s About the Experience

For High-Net-Worth Clients, It’s Not About the Brand Name, It’s About the Experience

By Mindy Diamond, WealthManagement.com – There was a time not so long ago when top advisors who served the ultra-wealthy would never have considered leaving behind the big brand names upon which they built their businesses to strike out on their own. It was a common belief that no other firms but the big brokerages could support the unique needs of their high-net-worth clients.

Another MSWM Exec Follows Fleming to Rockefeller

Another MSWM Exec Follows Fleming to Rockefeller

Mindy Diamond Quoted – By Danielle Verbrigghe, FundFire – Morgan Stanley has named a new head of wealth management technology as a top tech exec has joined several high-profile former colleagues at Rockefeller Capital Management. The exit of several big European private banks, including Barclays, Deutsche Bank and Credit Suisse from the U.S. brokerage business has opened a gap in the market for high-end wealth management boutiques, says recruiter Mindy Diamond, president and founder of Diamond Consultants, who has done work for or engaged in conversations with both Morgan Stanley and Rockefeller.

Recent News & Articles

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  • UBS Comp Changes Make It Harder to Battle Asset Outflows–Analysis
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