Apr 29, 2021
E3: Diamond Consultants. Uncovering driving forces behind breakaway advisors ft. Louis Diamond
Play • 24 min

Less than $1 out of every $3 dollars in wealth management assets will be managed by wirehouses in two years’ time, according to industry projections*. 

Join CXO as we welcome Louis Diamond to discuss some of the driving forces behind why more and more advisors are breaking away from brand-name institutions and building businesses on their own. As President of Diamond Consultants, which recruits and advises across both sides of the fence, Louis explains this generational shift – and why he believes there will still be room for both big and boutique players in the years to come.

*2020: The year Wall Street lost the wealth management race, December 21, 2020, InvestmentNews 

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