With Mindy Diamond & Louis Diamond

Overview

Mindy and Louis Diamond’s annual review is designed to provide guidance on the most impactful wealth management industry trends anticipated for 2025 including transitions, deals, comp, private equity, the wirehouse recruiting race, and more.

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

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.

What does this all mean for advisors?

How does this activity color the year ahead?

Mindy Diamond and Louis Diamond take their annual look back at the year past and share thoughts on the year ahead, including:

• 
  
• Transitions: Will 2025 movement beat 2024?
  
• Deals: Will they head higher or recede?
  
• Compensation changes: What impact will they have on movement?
  
• Wirehouse recruiting: Which firms will be most prominent in the race for top talent?
  
• Private equity: Will it continue to drive M&A activity and RIA growth?
  
• Custodians: How will expansion impact the growth of the RIA space?
  
• And what’s the “next big thing” for 2025?
  

This is the one episode to listen to for guidance designed to help advisors and business owners alike inform their goal-setting and be better prepared to make decisions for the coming year with the power of knowledge behind them.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

Of Myths and Moving 2024

What’s the reality when it comes to recruiting and transitions? An annual perspective for advisors.

Mid-Year Report on Deals, Transitions, and Recruiting

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.

Should I Stay or Should I Go?

The Book for Financial Advisors by Mindy Diamond

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