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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Rising Loan Levels Reflect Big Recruiting Push At Stifel, LPL

Rising Loan Levels Reflect Big Recruiting Push At Stifel, LPL

Louis Diamond Quoted – By Mrinalini Krishna, Financial Advisor IQ – Big jumps in advisor loans reported by and LPL Financial reflect concentrated recruiting efforts at those shops that can set the tone across the industry, recruiters and company executives say. The increase in Stifel’s loan numbers is likely a result of the growing number of advisors they are hiring rather, not a signal that the firm is cutting bigger checks per deal, says Louis Diamond, executive vice president and senior consultant with Diamond Consultants.

Trouble Might be Brewing for Custom Loans to Wealthy Clients

Trouble Might be Brewing for Custom Loans to Wealthy Clients

Howard Diamond Quoted – By Miriam Rosen, Financial Advisor IQ – Custom loans to financial advisors’ high net worth clients bolster the bottom lines of broker-dealers’ parent companies.

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