The Diamond Podcast: Mid-Year Report on Deals, Transitions and Recruiting


It's hard to believe that we're already halfway through 2024 and already gathering data for our next transition report.

It's going to be another massive effort, because this year is already proving to be incredibly active: Based on what we're seeing, the pace of transitions is currently outpacing 2023.

That's why we thought it was important to share a mid-year Industry Update on the deals we're seeing and dive into some of the most significant transitions to date.

Using our trademark data-driven analysis and insights on the state of recruiting and deals, Louis Diamond and Jason Diamond share:

  • A recruitment overview – including trends and success stories from the first half of 2024.
  • A roundup of 2023 predictions – and which ones were on the mark, and which ones were off.
  • A “look ahead” – with predictions for the rest of 2024 and 2025.
  • An update on the deals – and which firms are winning and losing the battle for top talent.
  • Plus, a roundup of notable transitions from the first half of 2024.

Consider it a mid-year companion to our Transition brand, with a sneak peek at the data and insights contained in upcoming firm-focused reports for Merrill, UBS and Edward Jones. So listen in to get the latest scoop.

Download a transcript of this episode…

Listen to more episodes of The Diamond Podcast on Financial Advisors: Insights into Advisor Transitions, Independence and Growth



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