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2 months ago | 
advisorhub.com | Jason Diamond |Louis M. Diamond
With Jason Diamond & Louis DiamondIn 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. Why do advisors change firms? That simple question set us on a journey that began four years ago when we first conceived our Advisor Transition Report.
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2 months ago | 
wealthmanagement.com | Jason Diamond |Louis M. Diamond
Why do advisors change firms? That simple question set us on a journey that began four years ago when we first conceived our Advisor Transition Report. The cynical view is that advisors move primarily because they get paid highly lucrative recruiting deals—and with firms willing to pay aggressive multiples of revenue to recruit advisors, that explanation certainly holds some weight.
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Feb 11, 2025 | 
wealthmanagement.com | Jason Diamond |Mindy Diamond |Louis M. Diamond
HomeJason DiamondJason DiamondVice President, Senior Consultant, Diamond ConsultantsHaving worked on both sides of the desk at Merrill Lynch and Morgan Stanley provided Jason with a real-world perspective of both clients and advisors, as well as the firms they work for.
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Feb 11, 2025 | 
wealthmanagement.com | Mindy Diamond |Jason Diamond |Louis M. Diamond
HomeMindy DiamondMindy DiamondColumnist: Career Moves, CEO, Diamond Consultantshttps://www.diamond-consultants.com/Mindy started Diamond Consultants in 1998 from her bedroom floor—and today it’s known as one of the leading consulting and recruiting firms for the industry’s top financial advisors.
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Feb 11, 2025 | 
wealthmanagement.com | Louis M. Diamond |Mindy Diamond |Jason Diamond
Louis has guided many of the top teams in the industry as they’ve transitioned to other employee-model firms or launched RIA firms. And as a next-gen leader himself, Louis has a passion for representing complex multi-generational teams. His strong business acumen, refined analytical skills and objectivity also make Louis an ideal advisor to independent business owners who want to accelerate growth via mergers, acquisitions and recruiting.
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Jan 9, 2025 | 
advisorhub.com | Louis M. Diamond
An Annual Digest for Financial Advisors – 2024 Edition, with Louis DiamondA compendium of advice extracted from 48 episodes of the 2024 season of the Diamond Podcast for Financial Advisors, including the importance of your “Why,” the most compelling reasons for change, being a “true” fiduciary, unique value propositions, and more.
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Jan 9, 2025 | 
wealthmanagement.com | Louis M. Diamond
https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/WealthManagement_com_white.png Skip navigation Recent Recent Featured When we started this series back in 2017, we had no idea how many meaningful conversations we would have with top financial advisors, C-suite executives, entrepreneurs, and thought leaders.
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Dec 19, 2024 | 
wealthmanagement.com | Mindy Diamond |Louis M. Diamond
https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/WealthManagement_com_white.png Skip navigation Recent Recent Featured It’s time to turn the page on another year—and an exciting one it was.
The election activity aside, the wealth management industry made headlines on its own, with mega-teams on the move, massive M&A deals, and stunning leadership shifts.
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Dec 12, 2024 | 
wealthmanagement.com | Louis M. Diamond
https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/WealthManagement_com_white.png Skip navigation Recent Recent Featured Many think that the breakaway movement is driven primarily by advisors—that is, those servicing clients and managing books of business yet attracted to the premise of being an entrepreneur and the prospect of building equity in the long term. No doubt that’s true, but there’s also a trend of some of the biggest and brightest leaders in the industry who...
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Dec 5, 2024 | 
wealthmanagement.com | Louis M. Diamond
https://www.wealthmanagement.com/sites/wealthmanagement.com/files/logos/WealthManagement_com_white.png Skip navigation Recent Recent Featured The private markets space has experienced tremendous growth over the last 20 years.
