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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Market

Merrill Lynch Wealth Management Revamps Market Categories

Merrill Lynch Wealth Management Revamps Market Categories

Louis Diamond Quoted – By Alyson Velati, FundFire – Merrill Lynch Wealth Management is changing its regional coverage model to focus on growth potential in a move to dedicate more resources to parts of the country where new wealth is being generated.

From Wirehouses to Acquisitions, Robos, Next Gen Planning, and back to Wirehouses

From Wirehouses to Acquisitions, Robos, Next Gen Planning, and back to Wirehouses

By Mindy Diamond – The day began with the battle between custodians as Dynasty Financial Partners CEO, Shirl Penney, engaged Fidelity’s Mike Durbin, Pershing’s Mark Tibergien, and Schwab’s Bernie Clark.

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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