Louis Diamond Featured [podcast] – Louis Diamond of Diamond Consultants joins Barrett Ayers of Adhesion Wealth, and Jim Dickson of Sanctuary Wealth in a podcast episode for IRIS.xyz series “Power Your Advice.”
By Jake Martin, Citywire – Sanctuary Wealth has widened its footprint in the upper Midwest with the addition of Fjell Capital, a two-person team based in Fargo, North Dakota, to its advisor network. Led by Tom Stadum, the team was formerly affiliated with UBS and has about $150m in assets under management.
3 “ex-wirehouse-turned-independent-industry-leaders” in a rare single forum: Shirl Penney of Dynasty Financial Partners, Jim Dickson of Sanctuary Wealth and Rich Steinmeier of LPL Financial. They join Mindy Diamond to share an “insider’s view” of the wirehouse world, wealth management, independence, and more.
Press-Release: Ex-Wirehouse Turned Independent Leaders Featured in Milestone Episode of Podcast Series for Financial Advisors, Mindy Diamond on Independence
July 22, 2020 Mindy Diamond Quoted A podcast that the host had initially planned as a “handful of episodes” surpasses 100,000 downloads and is airing a special broadcast with independent industry leaders Shirl Penney, President and CEO of Dynasty Financial Partners, Jim Dickson, CEO and Founder of Sanctuary Wealth, Rich...
Barbara Herman Quoted – By Asia Martin, WealthManagement.com – When Emily Bowersock Hill read about Evans May Wealth joining Sanctuary Wealth Management from Merrill Lynch in 2019, she found a familiar story. The Indianapolis-based women-led firm sounded a lot like that of The Hill Group, a practice she started with her now retired father, Stephen Hill, that managed $500 million at Morgan Stanley.
Louis Diamond Quoted – By Erick Bergquist , WealthManagement.com – Jim Dickson, founder and CEO of Sanctuary Wealth, told WealthManagement.com that his firm will roll out a new financing program for its partner firms to make their own sub-acquisitions, using Sanctuary’s capital. Sanctuary Wealth takes only a minority stake in the sub-acquisition, with the partner firm keeping a majority.
Oisin’s Bits: Sanctuary adds breakway No. 26 to $10 billion haul, reeling in Morgan Stanley firm eager to shed ‘old mindset’
Louis Diamond Quoted – By Oisin Breen, RIABiz – Sanctuary Wealth just poached yet another breakaway, its 26th in the sixteen months since its founding in 2018. The addition of Des Moines, Iowa-based PrairieFire Wealth Planning adds $100 million to Sanctuary’s sizeable asset haul, bringing the total to $10.1 billion.
Some 42% of the advisory practices that have joined Sanctuary come from Merrill.
In a greatly expanded landscape, many independent models exist that provide varying levels of freedom and flexibility. Louis Diamond joins the episode to help identify, compare and contrast the 7 most popular options available to breakaway advisors.
In this podcast episode, Jim Dickson, Founder and President of Sanctuary Wealth Partners, shares the inside track on what it was like to be in a senior role in the wirehouse as bureaucracy was on the rise, and why he left behind his 20-year career to build an independent firm.
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