Bruce and Jeff talk to Louis Diamond, president of Diamond Consultants, about First Republic Bank, JPMorgan's role as its acquirer, and what the road ahead may look like for the First Republic brokers and clients. They also discuss the road paved by Louis' mother, Mindy Diamond, who started Diamond Consultants at a time when a woman leader in the industry wasn't common.
This episode is sponsored by Schwab Asset Management.
As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.
Don't miss this expert breakdown of donor giving trends and what's coming in 2025!
Bruce is joined this week by InvestmentNews colleague James Burton to discuss the acquisition that rocked the advisor world. What does this epic coming together mean for both firms?
Take your advisory practice to the next level with insights on tax-smart charitable giving strategies.
As alternative investment products flood the market, Bruce discusses the state of play with Neil Menard, president of distribution at StepStone Private Wealth, a man with deep experience in this field.
