While 2023 was destined for a recession it never occurred and this year some forecasts are expecting a ‘soft landing’ for the U.S. economy. A soft landing could likely mean a very mild recession as ...

Learn when it’s the right time to switch financial advisors, how to choose a better match and what steps make the transition seamless ...

Even after six years of producing this series, we’re still in awe of the extraordinary wisdom shared by the advisors, firm leaders, and industry thought leaders who join us on the show. But it’s the ...

Diamond Consultants recently completed the 2023 version of its Advisor Transition Report to identify the most important trends in financial advisor recruiting. Overall, recruiting was up 7.5% compared ...