The Latest

Louis Diamond is the CEO of Diamond Consultants, responsible for leading the long-term vision of the firm.

Previously, he worked as a consultant at Ernst & Young, and in wealth management at Morgan Stanley and UBS. He co-hosts the Diamond Podcast for Financial Advisors.

The move comes as First Republic's struggles in the banking crisis have driven many high-profile advisors to leave, creating an opening for others to poach.

The leader of the industry marketing firm talks about what sets top performers apart and how to avoid undermining a client relationship.

Even though there's not a way to predict who might face the next wave of layoffs, advisors can help clients prepare their finances.

The firm will compete against a growing group of rivals, but its founders expect to attract a billion-dollar advisory firm by the end of the year.

No one knows how advisory firms should best leverage budding metaverse technology. And experts say if someone suggests otherwise, their confidence is likely virtual.

The midsize wealth management firm with 250 advisors chose to be an independent subsidiary rather than folding into a private equity firm or an RIA aggregator.

Connor Murdock, CPA, is senior crew with AuditClub, where he executes and reviews audit and assurance procedures to support CPA firms and companies throughout the U.S. He has over five years of external audit and transaction advisory experience at Deloitte and Elliott Davis.

As founder and president of CPAClub, Chris Vanover blends expertise in public accounting, auditing, regulation, innovation and education to drive meaningful change in the profession. A two-time Accounting Today Top 100 Most Influential People honoree, he is committed to advancing excellence and progress in accounting.

A new Morningstar report says that tax benefits outstrip the appeal of creating and owning a bespoke basket of stocks.