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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Interchange Capital Partners

2021’s 10 Most Valuable Lessons from Advisors and Business Owners

2021’s 10 Most Valuable Lessons from Advisors and Business Owners

Key insights shared by recent breakaway advisors and independent business owners curated from the 2021 season of the podcast series for financial advisors. Topics include why they chose independence, motivations to change, impact to clients and more.

6 Months Later: Why a Former UBS Lifer Considers Independence His “Do Over”

6 Months Later: Why a Former UBS Lifer Considers Independence His “Do Over”

While comfortable at UBS a decade ago, Ahmie Baum started to see things a bit differently when his son Brian joined the business. It was an awakening that made this wirehouse veteran reevaluate everything, and propelled his leap to independence.

Disillusioned UBS vet bolts wirehouse, declares independence on 65th birthday

Disillusioned UBS vet bolts wirehouse, declares independence on 65th birthday

Mindy Diamond Mentioned – By Ann Marsh, OnWallStreet – Ahmie Baum knows something about transitions. After all, the longtime ex-UBS advisor who began his wirehouse career at E.F. Hutton in 1979 has been counseling clients on how to “navigate the known and the unknown” when they sell their businesses or retire from executive, medical or legal careers for 40 years.

Pittsburgh-Based Advisor Launches $400M Indy With Dynasty

Pittsburgh-Based Advisor Launches $400M Indy With Dynasty

By Joyce Blay, FA Magazine – Wealth advisor Ahmie E. Baum has partnered with Dynasty Financial Partners to launch new independent RIA Interchange Capital Partners in Pittsburgh, the companies announced earlier this week.

Recent News & Articles

  • Industry Update: Should You Consider a Move When Markets are Turbulent?
  • Should FAs Be Tested for Cognitive Decline?
  • The Path to Independence: 6 Key Elements to Consider Before Starting Your Journey
  • Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View
  • UBS Comp Changes Make It Harder to Battle Asset Outflows–Analysis
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