• Home: Leading Financial Advisor Recruiting Firm
  • About Us
    • Meet the Team
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
  • FAQs
  • Articles
  • Podcast
    • Industry Update
    • Independence 101 Series
  • In the News
    • Moves in the News
  • Tools for Advisors
  • Diamond Consultants Advisor Transition Report 2022
  • Edward Jones Advisor Transition Report 2022 edition
  • Merrill Advisor Transition Report 2022 edition
  • UBS Transition Report 2022 edition
  • NEW – Edward Jones Information Hub
  • Merrill Information Hub
  • UBS Information Hub
  • Contact Us
  • Subscribe for Updates

Questions? Call us: 908-879-1002

Contact us...
Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
  • Home
  • About
    • Meet the Team
      • Mindy Diamond
      • Louis Diamond
      • Howard Diamond
      • Jason Diamond
      • Barbara Herman
      • Deborah Aronson
      • Wendy Leung
      • Cathy Nichols
      • Debbie Wallen
      • Allison Brunwasser
      • Joshua Tomolak
      • Shelley Muzio
      • Caryl Felicetta
      • Donna Riopel
      • Kelly Griffiths
    • Testimonials
    • Case Studies
    • Representative Deals
  • Services
    • For Financial Advisors
    • For Independent Business Owners
      • Sell-Side M&A Advisory
      • Consulting
  • FAQs
  • Articles
    • Subscribe for Updates
  • Podcast
    • Industry Update
    • Independence 101 Series
    • Subscribe for Updates
  • In the News
    • Moves in the News
    • Transition Announcements
  • Tools for Advisors
    • Diamond Consultants Advisor Transition Report 2022
    • Edward Jones Advisor Transition Report 2022 edition
    • Merrill Advisor Transition Report 2022 edition
    • UBS Transition Report 2022 edition
    • NEW – Edward Jones Information Hub
    • Merrill Information Hub
    • UBS Information Hub
    • Other Tools
    • Subscribe to e-Newsletter

In the News

The Hill Group Exits Morgan Stanley for Sanctuary Wealth

Posted by Barbara Herman

WealthManagement.com

July 7, 2020
Barbara Herman Quoted
By Asia Martin

When Emily Bowersock Hill read about Evans May Wealth joining Sanctuary Wealth Management from Merrill Lynch in 2019, she found a familiar story. The Indianapolis-based women-led firm sounded a lot like that of The Hill Group, a practice she started with her now retired father, Stephen Hill, that managed $500 million at Morgan Stanley.

Barbara Herman, senior vice president at Diamond Consultants, said the firm could have gone anywhere, including fully independent, but belonging to a network of other advisors and a hybrid parent firm that not only provides various kinds of support but also speaks the wirehouse language the team grew up on is of greater importance.

Read more…

You may also be interested in...

Share
0

About Barbara Herman

Senior Vice President – Known for her sound advice, unique perspectives and ability to identify creative solutions. Barbara has developed deep and longstanding strategic relationships with financial services firms – from wirehouses to boutiques, as well as the diverse independent space – and works with some of the most sophisticated teams and individual advisors. Learn more...

    Recent News & Articles

    • LPL goes straight at wirehouse crown jewels — corner-office brokers — by re-platooning orphaned First Republic insider and making a high payout book portable and saleable
    • The 5 Advisor Archetypes: Which One Are You?
    • What ‘Cultural Fit’ Means And How To Find It
    • Wirehouse Comp Plans for 2024: What’s In, What’s Out
    • Merrill compensation changes ‘very advisor friendly’
    See. Here. Now.
    We're available to answer your questions. Contact us

    Connect with us

    Search

    © 2023 · Diamond Financial Consultants, LLC t/a Diamond Consultants. All rights reserved.*

    • Leading Financial Advisor Recruiting Firm:
    • About
    • Services
    • FAQs
    • Articles
    • Podcast
    • News/Media
    • Tools/Resources
    • Contact
    • Our Locations
    • Privacy Policy
    • Site Map