SS&C Technologies Holdings has combined its wealth management offerings into one unified brand and platform under…
Tag: Diamond
Mather Group, Great Diamond Add RIAs
The Mather Group Lands Fourth Bay Area-Based RIA The Mather Group, a Chicago-based registered investment advisor…
The Diamond Podcast for Financial Advisors: Indivisible Partners’ John Thiel
After nearly three decades with Merrill, John Thiel left the firm and his position as the…
The Diamond Podcast for Financial Advisors: Dave Mullen’s Growth Strategies
So many of us wonder, “What does it REALLY take to get from here to there?”…
The Diamond Podcast For Financial Advisors: SpirePoint Private Client
This episode features a few plot twists that differentiate it from the typical wirehouse breakaway story.…
The Diamond Podcast for Financial Advisors: Industry Update on M&A
Mergers and acquisitions in the wealth management industry continue to break records and dominate the headlines,…
Advisor Recruiter Mindy Diamond Steps Down as CEO
Mindy Diamond, founder of the wealth management recruiting, consulting and executive search firm Diamond Consultants, is…