There is no doubt that knowledge is power. This notion has fueled the popularity of our yearbook Advisor Transition Reportan in-depth analysis of advisor moves, transition deals and important trends in the wealth management space.
The report captures the year in wealth management through 2023 and is designed to be a resource for advisors who are curious about the seismic shifts we're seeing happen in real time in the industry—important information for advisors whether they're considering change or not.
In this special episode of the Industry Update podcast, Louis Diamond and Jason Diamond take a deeper dive into the highlights and the expected impact of each on the industry through 2024 and beyond. They provide valuable insight into:
- Which firms were winners and losers in the recruitment game.
- Which models saw the most activity – and how this compares to previous years.
- How the shift to a focus on the long term is driving the movement – especially among mega-teams.
- What impact did retention efforts—such as in-country retirement programs—have on counselor turnover?
- Where are the recruiting deals – and where are they going?
- Why there's a shortage of next-generation talent—and how it's affecting succession plans for senior advisors.
- Why private equity is the next “big thing”—and how it will disrupt the industry landscape.
- Why the adviser was ultimately the real winner of 2023 – and is expected to be the winner again in 2024.
- Even more!
It's the perfect companion to the Advisor Transition Report, so be sure to check it out download it and listen to this special episode.