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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Schwab Advisor Services

Schwab upends traditional ‘basis point fees’ for RIA recruitment and pushes the headhunters to negotiate with advisors for a cut of soft-dollars

Schwab upends traditional ‘basis point fees’ for RIA recruitment and pushes the headhunters to negotiate with advisors for a cut of soft-dollars

Mindy Diamond and Louis Diamond Quoted – By Lisa Shidler, RIABiz – Schwab Advisor Services has sent shockwaves through the recruiting world by rewiring how it pays for their services — perhaps laying the groundwork to slash commissions and cut out smaller recruiters. But Mindy Diamond, who founded the industry’s largest recruiting firm, Diamond Consultants in Morristown, N.J., says the changes are a sunlight solution in search of a darkness problem.

Why Some Firms Are “Outperformers”—An Exclusive Deep Dive into the 2020 Schwab RIA Benchmarking Study

Why Some Firms Are “Outperformers”—An Exclusive Deep Dive into the 2020 Schwab RIA Benchmarking Study

An exploration of the 2020 Schwab RIA Benchmarking Study with Lisa Salvi of Schwab Advisor Services. Beyond key trends, she shares the drivers and habits of top RIA firms, with actionable information for both advisors and independent business owners.

Video Interview: New Views of the RIA Model

Video Interview: New Views of the RIA Model

Mindy Diamond interviewed for Schwab Advisor Services.

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