Diamond Consultants

AUGUST 13, 2024

And, should you decide to ultimately change firms, you might also think there’s strength in numbers: Moving a larger book of business could result in a more lucrative recruiting deal and better ongoing economics. There are real benefits to scale when it comes to being recruited.

Recruitment

The Big Picture

MAY 9, 2023

They have a different liability structure, different investment goals, different investment risk tolerances, and we have different teams. So we have a pretty well tried and tested campus recruitment approach. So we have a tried and tested kind of campus recruitment approach. RITHOLTZ: — than a family office.

Assets

The Big Picture

JULY 29, 2024

00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. We have be behavioral finance tools so that the investor can understand their relationship with wealth and their risk tolerance, their needs at a greater level of detail.

Clients