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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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In the News

The RIA M&A market stumbled in 2012, but giants were not deterred, Schwab end-of-year data shows

Posted by Mindy Diamond

RIA Biz Financial Advisor News

 

 

 

Mindy Diamond Quoted
By Lisa Shidler

M&A activity still sickly slow by some reckonings, but harbingers of mating activity abound.

Mindy Diamond, founder and chief executive of Diamond Consultants LLC, agrees that 2012 was sleepy but she believes that it is the yawn that refreshes.

“We, too, felt the effects of less deals being done last year, but I don’t think that it means that the M&A space is shrinking. I think it’s just getting ready for bigger things. While every RIA firm fashions themselves a buyer, in the end, it is most often the big boys that know how to get deals done — that is, firms like Focus or United Capital or large multibillion-dollar RIAs. Judging by our pipeline, this is the year for these big acquirers.”

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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