A download on M&A for the advisor who has an interest in building a business designed to be an attractive prospect for sale at maximum enterprise value. Identifies options to consider, the risks, and potential rewards.

Mindy Diamond

07.05.2025

Diamond Consultants Activates Leadership Succession Plan—Naming Louis Diamond CEO & Jason Diamond President - Diamond Consultants: Financial Advisor Recruiting Firm

Diamond Consultants (or “the firm”), the wealth management industry's leading financial advisor recruiting, consulting and executive search firm, today announced it has set in motion its leadership succession plan, with Louis Diamond becoming CEO and Jason Diamond President. As part of the plan, Mindy Diamond will become Chairman of the Board while Howard Diamond will remain in his role as COO.

Mindy Diamond

08.05.2025

Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office - A Podcast for Financial Advisors - Diamond Consultants

Trent Leyda and Kay Campione offer a unique perspective on their time at Morgan Stanley, how it had come to diverge from their vision, and how they are better equipped to realize that vision as an independent firm.

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Mindy Diamond

Economy

Deals Of The Day: The Latest In Wealth Management M&A – Integrated, Albritton, RBC WM, MK Group - Diamond Consultants: Financial Advisor Recruiting Firm

If You Build It, Will They Buy It? A Special Industry Update on M&A - A Podcast for Financial Advisors - Diamond Consultants

Diamond Consultants Activates Leadership Succession Plan—Naming Louis Diamond CEO & Jason Diamond President - Diamond Consultants: Financial Advisor Recruiting Firm

Activating Plan B: Wirehouse Breakaways Build a Legacy Family Wealth Office - A Podcast for Financial Advisors - Diamond Consultants

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Mindy Diamond