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 * Home: Leading Financial Advisor Recruiting Firm
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Questions? Call us: 908-879-1002

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Contact us...
 * Home
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   * Meet the Team
     * Mindy Diamond
     * Louis Diamond
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   * Subscribe for Updates
 * Podcast
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   * Subscribe for Updates
 * In the News
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 * Tools for Advisors
   * NEW – Diamond Consultants 2023 Advisor Transition Report
   * Edward Jones Advisor Transition Report 2022 edition
   * Merrill Advisor Transition Report 2022 edition
   * UBS Transition Report 2022 edition
   * Edward Jones Information Hub
   * Merrill Information Hub
   * UBS Information Hub
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HOME: LEADING FINANCIAL ADVISOR RECRUITING FIRM




GET THE FULL STORY ON ADVISOR MOVEMENT

2023 EDITION NOW AVAILABLE:
The Diamond Consultants Advisor Transition Report offers a comprehensive look at
who’s moving where—and why.

DOWNLOAD THE ADVISOR TRANSITION REPORT




FINANCIAL ADVISORS CONSIDERING CHANGE NEED MORE THAN A RECRUITER.

You need a future-proofer. A business coach. A career sherpa and industry
transition expert to meet you where you are and get you where you want to go. At
Diamond Consultants, we want every elite advisor to find exactly the right place
for their business and their clients to thrive, whether it’s at a wirehouse,
regional, boutique or as an independent business owner.

LEARN MORE




THE LATEST FROM OUR PODCAST SERIES FOR FINANCIAL ADVISORS


MID-YEAR REPORT ON DEALS, TRANSITIONS, AND RECRUITING – A SPECIAL INDUSTRY
UPDATE

Using the Diamond Consultants trademark data-driven analysis and insights on
recruiting and deals, Louis and Jason Diamond share a “state of the recruiting
industry” report for the first half of 2024, with perspectives on what to expect
for the rest of the year. Listen…




DEMOCRATIZING WEALTH MANAGEMENT: HOW THE FOUNDER OF $6T CAIS HELPED DRIVE GROWTH
IN THE ALTS SPACE

Matt Brown discusses the founding of CAIS and his vision to democratize
alternatives (alts) investing and open up access to firms of all sizes. He
shares how technology helped transform the independent space and provides an
extraordinary growth engine for firms. Plus, he offers his thoughts in the
inaugural Founder’s Blueprint segment. Listen…

MORE FROM THIS PODCAST SERIES...



KNOWLEDGEBASE FOR ADVISORS

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

 * Read More
   
   The Competition Conundrum: Charge Less or Offer More?
   
 * Read More
   
   Finding the Shortest Path to Excellence Can Be a Game Changer for Advisors
   
 * Read More
   
   You ARE Vulnerable: A Reality Check for All Wirehouse Advisors
   
 * Read More
   
   RIA Breakaways: What’s Driving Movement of Advisors at Independent Firms?
   

Show more...







IN THE NEWS

TRANSITION ANNOUNCEMENT: HUSBAND AND WIFE TEAM FROM UBS LAUNCHES INDEPENDENT
FIRM

Forbes’ listed advisors Jansen and Julie Bailey launched Acunis Wealth Partners
with Wells Fargo’s independent channel, FiNet. Wells Fargo’s FiNet…

Read More

TRANSITION ANNOUNCEMENT: 32-YEAR MERRILL LIFER AND TEAM TAKE THEIR $640MM
BUSINESS TO RBC WEALTH MANAGEMENT

David Callot invested the first 32 years of his career in wealth management at
Merrill, yet he recognized that changes…

Read More

TRANSITION ANNOUNCEMENT: $700MM BROWN ADVISORY TEAM BREAKS AWAY TO LAUNCH THEIR
OWN RIA

Although this team was part of an RIA, as “employees” of an independent firm,
they couldn’t build and grow their…

Read More

TRANSITION ANNOUNCEMENT: 2 TEAMS AND $2B IN TOTAL ASSETS LEAVE MERRILL

In two separate moves last week, an Iowa duo managing $1.2B and a team from
Oklahoma City managing $705mm left…

Read More

STEWARD PARTNERS SCOOPS UP $320M MERRILL TEAM IN FLORIDA

May 24, 2024 by Diana Britton After nearly 40 years with Merrill, advisor Alicia
Fuller and her team join under…

Read More

LPL LURES $705M MERRILL LYNCH TEAM TO PRIVATE WEALTH MODE

May 21, 2024 by Diana Britton After 17 years with Merrill, Oklahoma City-based
advisors Alain Verhille and James S. Wood…

Read More

LPL FINANCIAL’S NEW PRIVATE WEALTH UNIT SIGNS ITS FIRST TEAM, WITH MERRILL
RECRUITS

May 21, 2024 by Ross Snel A Merrill Lynch financial advisor team has become the
first to join LPL Financial’s…

Read More

MERRILL LOSES $1.2-BILLION TEAM TO STIFEL IN IA, $705-MLN GROUP TO LPL IN OK

May 21, 2024 by AdvisorHub Staff Two Merrill Lynch teams who managed nearly $2
billion billion in assets combined have…

Read More

ADVISOR HEADCOUNTS ARE GOING AWAY. RECRUITERS SAY IT’S ABOUT TIME

May 4, 2024 Louis Diamond Quoted By Dan Shaw But industry trends are only part
of the story. One reason…

Read More

TRANSITION ANNOUNCEMENT: $400MM+ MULTI-GENERATIONAL TEAM LEAVES MERRILL FOR
RAYMOND JAMES

With over 30 years at Merrill, Vincent “Vinny” Zaccardi could have easily opted
for the firm’s retire-in-place program, but he…

Read More

WHAT TO EXPECT IN ADVISOR PAY IN 2024

April 29, 2024 Louis Diamond Quoted By Dan Shaw When it comes to compensation,
industry recruiters say it’s not just…

Read More

PRIVATE BANKERS BACK IN RECRUITING CROSSHAIRS AT WIREHOUSES

April 10, 2024 Louis Diamond Quoted By Glenn Koch UBS, Merrill Lynch and other
large firms are actively recruiting private…

Read More



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