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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
  • Home
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      • Mindy Diamond
      • Louis Diamond
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Requisite Capital Management

Crisis Underscores the Value of Freedom, Flexibility and Fiduciary Responsibility for this $1B+ Independent Firm

Crisis Underscores the Value of Freedom, Flexibility and Fiduciary Responsibility for this $1B+ Independent Firm

By Mindy Diamond and Louis Diamond, WealthManagement.com – For the founders of Requisite Capital Management, going independent was a philosophical shift from being employees at UBS which has a fiduciary duty to shareholders vs. being business owners whose fiduciary responsibility is to clients—and no one else.

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 UBS Breakaway Team Increased Their Client Base by 50%

How This UBS Breakaway Team Increased Their Client Base by 50%

Doug John and Bryn Talkington join Mindy Diamond to discuss their break from UBS, the ability to better serve their ultra-high net worth clients and resulting extraordinary growth as the independent $1.5B RIA firm Requisite Capital Management.

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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