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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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      • Mindy Diamond
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Home: Leading Financial Advisor Recruiting Firm

Re-imagine your future. The landscape has changed—dramatically. It may be time to get familiar with the new terrain. Learn more... Challenge your assumptions. You may be wondering if there's a better way to serve your clients and your future. And there very well could be. Learn more... Energize your growth. Sometimes it takes a different approach to get different results. The good news is you can move beyond the status quo. Learn more...

Sometimes you need to stop and take an objective view of your business life. Can you enhance the client experience? Gain greater control? Maximize the value of your businesses and optimize growth?

As one of the nation’s top recruiters for financial advisors, we’re known for helping advisors like you dig deep and find the answers to those questions and more.

If you’re ready to make a change, or simply curious, allow us to provide you with unparalleled access to the universe of opportunities and customize a solution to your individual needs. Our guidance is confidential, and without obligation or cost.

Objective guidance and expertise that’s unmatched in the wealth management space

For Financial Advisors

For Independent Business Owners

Knowledgebase for Advisors

Recent news, updates and advice from our blog for financial advisors and business owners.

  • Realistic Measures: Identifying What’s Portable and What’s Not
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    Realistic Measures: Identifying What’s Portable and What’s Not
  • Read More
    Meet the OSJ: An Option for Advisors Looking for Greater Support in Independence
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    10 Ways Advisors Can Set Themselves Up for Success in 2023
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    The Annual Report for Advisors: The Contradictions of 2022 and Emerging Trends for 2023

The latest from our podcast series for financial advisors

Finding Your Unfair Advantage: David Canter on Bluespring, M&A, RIAs, and more

Independent business owners have a growing field of options when opting to sell all or a piece of their business. And in what continues to be an active M&A market, Kestra Holding’s Bluespring Wealth Partners has been attracting their fair share of headlines, closing out 2022 with 9 acquisitions. Yet one of the biggest announcements last year could be that of former Fidelity Executive VP and Head of the RIA segment David Canter taking on the leadership role of Bluespring. In this episode, David shares what makes Bluespring unique, plus his perspective on M&A, independence, business ownership, and more. play Listen…

Finding Your Unfair Advantage: David Canter on Bluespring, M&A, RIAs, and more A conversation with David Canter – President, Bluespring Wealth Partners
Everything You Need to Know About Independence: An Industry Update

Everything You Need to Know About Independence: An Industry Update

While independence has become a more mainstream path for those considering change, we find that many advisors are still not completely aware of the options available in a continually evolving landscape. In this episode, Jason Diamond offers a quick yet thorough education on the independent space answering, the questions that many of our advisor-clients ask us during due diligence. play Listen…

Andy Sieg: A Candid One-on-One With the Leader of the Merrill Thundering Herd

In a rare appearance, and a milestone event for a series originally designed to explore the independent space, Andy Sieg, President of Merrill Lynch Wealth Management, joins the show for a candid one-on-one interview with Mindy Diamond. They discuss his perspective of what’s top-of-mind for Merrill advisors when it comes to culture, growth, recruiting, transition deals, the growth grid, Bank of America, independence, and much more. play Listen…

MORE FROM THIS PODCAST SERIES...

In the News

RIA Recruiting: Here’s What Advisors Want from a Firm

January 26, 2023 Jason Diamond Quoted by DJ Shaw Attracting and retaining top talent are key to the success of…

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Wall Street’s Still Hiring: Here’s where 14 recruiters say the jobs are, from multi-strategyhedge funds to fintechs

January 25, 2023 Louis Diamond Quoted By Alex Morrell, Bianca Chan, Emmalyse Brownstein, Hayley Cuccinello, Michelle Abrego, Paige Hagy, and…

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$1B team moves to Commonwealth with goal of 1,000 financial advisors

January 23, 2023 By Tobias Salinger A billion-dollar team with nine planners left Edward Jones for Commonwealth Financial Network with a goal…

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RIA Roundup: New Deals, Roles and Grads

January 20, 2023 By Ali Hibbs Cedarwood Financial Partners Jumps to Commonwealth from Edward Jones. Waltham, Mass.-based Commonwealth Financial Network,…

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Why Merrill, Bucking Trend, Won’t Offer Independent Model for Advisors

January 19, 2023 Mindy Diamond Quoted by Victoria Zhuang Merrill Lynch will not offer a way for financial advisors to independently affiliate…

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Commonwealth Recruits Advisors With $1 Billion From Edward Jones

January 17, 2023 By Andrew Welsch Commonwealth Financial Network, a hybrid RIA and independent-broker dealer, recruited a group of advisors…

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Why Wealth Management is Goldman Sachs’ New ‘Crown Jewel’ with Dealmaking at a Standstill

January 18, 2023 Louis Diamond Quoted By Hayley Cuccinello CEO David Solomon acknowledged that a stronger wealth and asset management…

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Transition Announcement: Edward Jones Advisors with $1B AUM Break for Independence with Commonwealth

This group of Edward Jones advisors recognized that independence was the path most aligned with their values and vision for…

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Federal proposal to ban noncompete clauses could affect RIA M&A

January 9, 2023 Louis Diamond Quoted By Mark Schoeff Jr. If advisors who have less than a certain ownership threshold…

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FTC’s Proposal Would Give Some Advisors Greater Mobility, Recruiters Say

January 9, 2023 Louis Diamond Quoted by Glenn Koch The Federal Trade Commission last week proposed a rule that would prohibit employers…

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Advisors Are Unhappy, and They Have Options, Recruiters Warn

December 31, 2022 Louis Diamond Quoted by John Manganaro As the wealth management industry prepares to tackle a new and…

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Commonwealth cuts RIA custody fee, toggles Fidelity and Schwab as sub-custody and co-custody partners, and explains why its model puts $1 trillion of (mostly) RIA assets in reach

December 6, 2022 Louis Diamond Quoted by Brooke Southall and Oisin Breen Fresh off three-year hiatus, Wayne Bloom framed his…

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