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Articles tagged "Diamond Consultants"


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Michael Durbin: It may seem elegant and easy to take a check and walk across the street, but it’s important to spend the time to get to the right destination.

Fidelity study: Breakaway RIAs could pocket millions in after-tax profits

Dazzling wirehouse retainer deals are nice but going it alone can pay much, much better after taxes get figured in

June 7, 2011 at 2:30 PM

John Peluso: "We believe in choice."

FiNet's wirehouse-lite model scores with advisors

Investment in recruiting pays off with highest average assets among IBDs

May 12, 2011 at 2:27 PM

Mindy Diamond: In a perfect world, most advisors would say that they would love to have their own business, and control their destiny.  But it’s not a perfect world.

The six traits that separate successful independents from wirehouse denizens

Mindy Diamond's advice on how to see the realistic reflection in the mirror.

April 29, 2011 at 5:36 AM

Mindy Diamond: Right now, independence is what’s hot.

Why Mindy Diamond is morphing her firm away from pure wirehouse recruiting

Fees are still paid on contingency so a sit-down with her consultancy costs nothing

April 29, 2011 at 5:35 AM

Having been through the integration of U.S. Trust into Bank of America and then watching the beginning of Merrill Lynch’s acquisition, Stacey Reinhart predicts continuing instability, which she says is bound to hurt clients.

U.S. Trust advisor joins an RIA after surviving the firm's sale to Bank of America

Stacey Reinhart joins Emerson Investment Management to get back to basics

August 24, 2010 at 5:48 AM

Charles Huebner: You can see it in their eyes. They say: You can tell what it is like to take the risk.

Two senior UBS brokers pass on retirement to pursue aggressive breakaway plan

Huebner and Jagger are winding up, not down with multi-faceted growth strategy

March 16, 2010 at 5:10 AM

Chet Helck: We are still attracting top-tier advisors

Raymond James wins breakaway brokers that are 'pragmatists'

With the get-me-out-of-here mentality mostly gone, a breakaway of a more deliberate stripe steps forward, recruiter says

February 13, 2010 at 6:20 AM

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