December 14, 2020
Mindy Diamond Quoted

The landscape of the wealth management industry continues evolving at a rapid pace, but most firms fall into one of several buckets along a “continuum,” from the most restrictive models to the ones offering the most flexibility, according to one industry consultant.

“Given the amount of growth we’ve seen over time, truly understanding all of the options may seem more overwhelming than it was years ago, yet the resulting optionality is a good thing,” Mindy Diamond, longtime industry recruiter and president and CEO of Diamond Consultants, writes in Forbes. “It means that you, as an advisor, are more likely today to find a model that best suits you, your clients and your business — where you may not have in years past.”