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Mindy Diamond

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Mindy Diamond

26.03.2025

10 Predictions for Advisor Movement in 2025 - Diamond Consultants: Financial Advisor Recruiting Firm

In 2024, 9,615 experienced financial advisors changed firms, according to a new report from Diamond Consultants. In context, that means that despite sundry headwinds, advisor movement was roughly flat — down by less than 1% — compared with 2023, when 9,674 advisors changed firms.

Mindy Diamond

27.03.2025

The Leap from IBD to RIA: Unpacking a $700mm to $1.7B Growth Story - A Podcast for Financial Advisors - Diamond Consultants

Scott Pinkerton of FourThought Private Wealth offers a perspective on outgrowing the independent broker dealer model, transitioning to an independent RIA, and the extraordinary growth realized as a result of the change. Scott unpacks the difference between the models, shares why he opted to sell equity to Focus Financial, and more.

Mindy Diamond

29.03.2025

LPL’s Acquisition of Commonwealth and What it Means for Advisors and the Industry - A Podcast for Financial Advisors - Diamond Consultants

LPL Financial, the largest independent broker dealer, is set to acquire Commonwealth Financial Network. Louis Diamond shares a perspective for Commonwealth advisors and LPL advisors alike and what the acquisition means for the industry at large.

Mindy Diamond

29.03.2025

Your Broker Dealer Was Just Sold. What Should You Do? - Diamond Consultants: Financial Advisor Recruiting Firm

Major players are acquiring independent broker dealers with increased frequency, leaving advisors caught up in these sales to wonder what the impact will be on their business. Here are four actions to take to find out.

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