Recruitment Valuation Wealth Management 
Wealth Management
FEBRUARY 26, 2025
Recruitment shop D.A. Kreuter Associates and its Gladstone M&A, valuation and consulting divisions will now be the collective Gladstone Group.
Nerd's Eye View
MAY 16, 2023
Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs. Welcome back to the 333rd episode of the Financial Advisor Success Podcast !
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Diamond Consultants
DECEMBER 16, 2024
By Allie Brunwasser & Jason Diamond Its no secret that the wealth management industry has a major impending crisis: A shortage of quality next gen advisor talent. Option 2: Sell the business to a strategic buyer A quality wealth management business is like the holy grail: everyone wants it. But is that fair?
Darrow Wealth Management
FEBRUARY 20, 2023
Did you apply for this position or were you recruited? Here are key provisions to gather: What type of equity is being offered and how many shares Strike or purchase price for the equity Current 409a valuation Vesting schedule Warning! What would you be leaving on the table at your current job if you left? Are you currently employed?
Diamond Consultants
APRIL 16, 2024
6 ways to ride off into the sunset for advisors without a next gen in the wings The wealth management community agrees on one thing: We have a massive next gen talent gap, and it’s worsening with each passing year. The next gen advisor joining the firm gets a nice recruiting deal and becomes the successor to a book of business.
Diamond Consultants
MAY 3, 2022
There’s been an interesting shift in movement amongst one sector of wealth management: private bankers. By our count in 2021 alone some 19 teams managing over $88B in assets transitioned from private banks. By our count in 2021 alone some 19 teams managing over $88B in assets transitioned from private banks.
Inside Information
DECEMBER 26, 2023
Now there’s a new white paper that predicts ‘The next phase of the evolution of the wealth management industry,’ called ‘Welcome to the Jungle.’ Going forward,” the paper concludes, “wealth management will look much more like a jungle than a club.” Conclusions? This profession-wide complacency is due for a rude awakening.
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