• Home: Leading Financial Advisor Recruiting Firm
  • About Us
    • Meet the Team
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
  • FAQs
  • Articles
  • Podcast
    • Industry Update
    • Independence 101 Series
  • In the News
    • Moves in the News
  • Tools for Advisors
  • Diamond Consultants Advisor Transition Report 2022
  • Edward Jones Advisor Transition Report 2022 edition
  • Merrill Advisor Transition Report 2022 edition
  • UBS Transition Report 2022 edition
  • NEW – Edward Information Jones Hub
  • Merrill Information Hub
  • UBS Information Hub
  • Contact Us
  • Subscribe for Updates

Questions? Call us: 908-879-1002

Contact us...
Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Louis Diamond
      • Howard Diamond
      • Jason Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Caryl Felicetta
      • Donna Riopel
      • Kelly Griffiths
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Sell-Side M&A Advisory
      • Consulting
  • FAQs
  • Articles
    • Subscribe for Updates
  • Podcast
    • Industry Update
    • Independence 101 Series
    • Subscribe for Updates
  • In the News
    • Moves in the News
    • Transition Announcements
  • Tools for Advisors
    • Diamond Consultants Advisor Transition Report 2022
    • Edward Jones Advisor Transition Report 2022 edition
    • Merrill Advisor Transition Report 2022 edition
    • UBS Transition Report 2022 edition
    • NEW – Edward Information Jones Hub
    • Merrill Information Hub
    • UBS Information Hub
    • Other Tools
    • Subscribe to e-Newsletter

Kestra Private Wealth Services

The 10 Most Valuable Insights from Breakaway Advisors

The 10 Most Valuable Insights from Breakaway Advisors

A special all-in-one-place, “best of the breakaways” show featuring curated conversations about the motivations behind the choice to leave the wirehouse world, the risks these breakaways took and the rewards they found waiting on the other side.

Kestra Nabs Veteran Merrill Team in Ohio: Recruiting Roundup

Kestra Nabs Veteran Merrill Team in Ohio: Recruiting Roundup

By Janet Levaux, ThinkAdvisor – RIA Kestra Private Wealth says it has added a group with two advisors from Merrill Lynch: True Alpha Wealth Management of Sandusky, Ohio, is led by Brian C. Duttera and Elizabeth Skrinak, CFP. Duttera was with Merrill Lynch for the past 30 years, while Skrinak worked for the wirehouse for the past 13 years.

Merrill team exits to set up RIA

Merrill team exits to set up RIA

By Ian Wenik, Citywire – For the second time in three weeks, a team of Merrill Lynch advisors has departed the wirehouse to set up its own independent shop. Sandusky, Ohio-based Brian Duttera, Elizabeth Skrinak and Patricia Glasgow have left the firm to establish True Alpha Wealth Management.

Subscribe for Updates

Get updated by email when a new article is added.


Listen. Here. Now

Recent News & Articles

  • Advantage Goes To Advisors
  • Broker-Dealer M&A Picks Up. Don’t Pop The Champagne Just Yet
  • Orion’s Founder Eric Clarke on How Advisors Can Innovate, Disrupt and Win
  • Former Merrill star manager Oden jumps to HSBC
  • Shirl Penney hands over ‘front end of the house’ to Andrew Marsh as Dynasty does post-$100-million raise, post-IPO withdrawal and post-Schwab partnering reboot
Schedule a Complimentary Consultation
We're available to answer your questions. Contact us

Connect with us

Search

© 2023 · Diamond Financial Consultants, LLC t/a Diamond Consultants. All rights reserved.*

  • Leading Financial Advisor Recruiting Firm:
  • About
  • Services
  • FAQs
  • Articles
  • Podcast
  • News/Media
  • Tools/Resources
  • Contact
  • Our Locations
  • Privacy Policy
  • Site Map