By Jason Diamond, WealthManagement.com – Amid a banner year, it may feel counterintuitive to even think about disrupting momentum—but it may be wise to do just that.
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
Industry Update: Why Rockefeller, First Republic and Other Boutique Firms Are Attracting So Many Top Advisors
The 3rd of a 3-part series on the landscape of the wealth management industry explores today’s boutique firms – a quasi-independent model – focusing on the top 2 firms in particular: Rockefeller Capital Management and First Republic Wealth Management.
By Mindy Diamond, WealthManagement.com – Control is driving the virtual tug of war between advisors. It’s an annual ritual for our firm: We gather the team together and take a long, hard look at what transpired over the previous 12 months. Working together, we examine deals both large and small, dissect the headlines, hearsay and study the players—all resulting in an annual report that we make available to professionals in the wealth management industry.
By Howard Diamond and Mindy Diamond – It’s the time of year when we gather the team at Diamond Consultants to revisit the prior year—and few can argue that 2017 was an interesting one to review to say the least. Working together, we examine deals both large and small, dissect the headlines and hearsay, and study the players.
By Mindy Diamond, Financial Advisor IQ – A season of self-reflection has descended on financial advisors, as retention packages for top producers are expiring and the industry landscape continues to evolve. In this environment, advisors are asking themselves questions like: What are my goals, and how have they changed? How can I step up the level of support my clients receive? Not surprisingly, these advisors also have questions about their firm’s ability to remediate things that frustrate them.
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