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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Margaret Dechant

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.

How this $2.5 Billion Team Saw Past the Handcuffs of Deferred Compensation

How this $2.5 Billion Team Saw Past the Handcuffs of Deferred Compensation

Former Morgan Stanley advisor Margaret Dechant had a successful “self-sufficient business” at the firm with $2.5B under management. So, what drove her and her partners to breakaway, leave deferred compensation behind and form their own independent firm?

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  • UBS Comp Changes Make It Harder to Battle Asset Outflows–Analysis
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