News
Entertainment
Science & Technology
Life
Culture & Art
Hobbies
News
Entertainment
Science & Technology
Culture & Art
Hobbies
“The Least Boring CPA” on How Tax Planning Can Add Value to Clients and Your Business - A Podcast for Financial Advisors - Diamond Consultants
Steven Jarvis, the founder and CEO of Tax Retirement Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisor’s business by providing tax planning strategies and more.
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.
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.
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.
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.
Ten Advisor Movement Predictions for 2025 - Diamond Consultants: Financial Advisor Recruiting Firm
The top firms in the wealth management industry continued to compete fiercely for advisor teams in 2024, but they faced several headwinds that caused movement between firms to stay fairly consistent with years past, according to the latest Advisor Transition Report from Diamond Consultants.
Advisor Movement and Deals Remain Strong, According to Latest Transition Report - Diamond Consultants: Financial Advisor Recruiting Firm
March 19, 2025 - AdvisorHub Press Release, By Diamond Consultants - Diamond Consultants Releases Latest Advisor Transition Report: A Data-Driven Look at Industry Movements and Key Trends
UBS to be 'The Biggest Loser' in Fight for Advisors in 2025, Recruiting Firm Predicts - Diamond Consultants: Financial Advisor Recruiting Firm
Louis Diamond Quoted - By Bruce Kelly, InvestmentNews -financial advisor movement throughout the industry in 2024 was relatively flat when compared to a year earlier, according to the report, with a total of 9,615 experienced advisors changing firms last year.
The Annual Update on Advisor Transitions and Deals: 2024 Edition - A Podcast for Financial Advisors - Diamond Consultants
In this companion guide to the annual Advisor Transition Report, Jason Diamond and Louis Diamond share key findings and post-publication insights from the annual state of the industry, with updates on advisor movement, transition deals, and more.
Crafting the Perfect Employer Value Proposition: The Key to Attracting and Retaining Top Talent - A Podcast for Financial Advisors - Diamond Consultants
A special episode designed for firms with their sights set on enhancing recruiting efforts and advisors looking to attract new team members, offering the steps to craft an effective Employer Value Proposition (EVP), with examples on usage and potential impact on hiring success and retention.
Beyond the Broker Dealer: Next Gen Sheds Light on Their Evolution to RIA - A Podcast for Financial Advisors - Diamond Consultants
Gideon Drucker shares a multi-generational growth story, evolving from the insurance world, to independent broker dealer HTK, and most recently, to fully independent as an RIA. Now CEO, Gideon shares insights on his own evolution from next gen to leader, the advantages of independence, and their transition.
Top Merrill brokers credit firm's training program for career success - Diamond Consultants: Financial Advisor Recruiting Firm
Financial advisor training programs at Merrill and other wirehouses could certainly help reverse the trend of next gen advisor attrition and supply. But are they up to the task?
Friends & Fiduciaries: College Roommates Leave Their Series 7s Behind to Build an Independent Business - A Podcast for Financial Advisors - Diamond Consultants
Chris Griffith and Henry Wheelwright share their growth story and motivations to leave Morgan Stanley to launch an independent firm on the Goldman Sachs custody platform.
How Firms Can Attract Both Advisors and Clients - Diamond Consultants: Financial Advisor Recruiting Firm
The leaders of wealth management firms have a complex marketing and recruiting task: attracting talented financial advisors to the practice while also sending the right message to a diverse investing public.
The Lifecycle of a Billion Dollar Business: Build at a Broker Dealer, Grow as an RIA, then Sell - A Podcast for Financial Advisors - Diamond Consultants
Bryan Sweet of Sweet Financial Partners shares the ultimate independent business growth story, starting with 32 years under the Raymond James BD umbrella, then as an RIA, and most recently selling to Carson Wealth.
What’s on the Minds of Elite Advisors and Teams? A Special Industry Update - A Podcast for Financial Advisors - Diamond Consultants
What drives the industry’s top advisors and teams? This special episode with Jason and Mindy Diamond explores the traits that drive their success, as well as the challenges they face.
Sanctuary Wealth Lands Recognized Top Next-Gen And Woman Advisor From UBS - Diamond Consultants: Financial Advisor Recruiting Firm
AdvisorHub - UBS advisor has left the wires for independence with Sanctuary Wealth. Kristin Larson, who spent nine years at UBS building a client base totaling nearly $200 million, has started her independent practice, NewSpring Wealth Partners.
Unlocking a Niche: 30-Year Wirehouse Veteran on Building a $1B Independent Business - A Podcast for Financial Advisors - Diamond Consultants
Gerry Spitzer of Questar Capital Partners discusses leaving the wirehouse world after 30 years to launch an independent firm, sharing a perspective of building a business at Merrill and, more recently, UBS, and why focused, niche businesses may be better served in the independent space.
Focus Financial Partners 2.0: Inside Baseball from the New CEO on the Firm’s Evolution - A Podcast for Financial Advisors - Diamond Consultants
Michael Nathanson shares his vision for Focus, offering a unique insider’s perspective on the firm’s evolution and differentiators, and how that plays into the future of independence. Plus, he offers thoughts on his own transition to CEO and advice for advisors and business leaders.