2025 Mid-Year Report on Deals, Transitions, and Recruiting A Special Industry Update

Episode notes

With Jason Diamond and Louis Diamond Overview A special mid-year update with Jason and Louis Diamond on deals, transitions, and recruiting trends shaping 2025 - and what advisors can expect in the months ahead. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… If you’re an advisor wondering what the second half of 2025 might hold, the first six months already tell a compelling story. From headline-making transitions to evolving deal structures, the pace of movement so far suggests 2025 is shaping up to be one of the most competitive years yet. That’s why we’re releasing this special mid-year update: to share what the data is telling us about the recruiting landscape as it stands today, and what we expect for the balance of the year. In this episode, Jason Diamond and Louis Diamond dig into: What the movement numbers are showing, particularly at the wirehouses.

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