With Jason Diamond and Louis Diamond

Overview

A special mid-year update with Jason and Louis Diamond on deals, transitions, and recruiting trends shaping 2025—and what advisors can expect in the months ahead.

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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.

About this episode…

If you’re an advisor wondering what the second half of 2025 might hold, the first six months already tell a compelling story.

From headline-making transitions to evolving deal structures, the pace of movement so far suggests 2025 is shaping up to be one of the most competitive years yet.

That’s why we’re releasing this special mid-year update: to share what the data is telling us about the recruiting landscape as it stands today, and what we expect for the balance of the year.

In this episode, Jason Diamond and Louis Diamond dig into:

• What the movement numbers are showing, particularly at the wirehouses.
• How deals are shaping up across the industry.
• What external forces could trigger a shift in activity.
• How firms might adjust their recruiting strategies and deal structures over the coming months.
• What some of the top moves of the first half of the year might be indicating.

Jason and Louis also answer the overarching question: Will the momentum continue?

Whether you’re planning your next move, refining your recruiting strategy, or just keeping a pulse on the competitive landscape, this mid-year update will give you the clarity and context you need—so be sure to listen in.

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

Related Resources

Merrill Advisor Transition Report
This “firm-focused report” look under the hood at movement to and from Merrill in the first half of 2025.

The 2025 Annual Report on Transitions and Deals for Financial Advisors – 2024 Activity Data
Data-driven insights and analysis on advisor transitions, deals, and the evolving wealth management industry landscape.

Wealth Management Landscape At-A-Glance
The wealth management industry offers more options than ever, making it challenging to identify and compare the various models. We created this “at-a-glance” continuum infographic—to help you navigate the different models and understand how their features stack up.

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