The Diamond Podcast for Financial Advisors: Why A Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues

Published on October 31, 2024

Dylan O’Shea reveals what pulled him away from Merrill and to Quorum Private Wealth.

Continue reading on website
Other news

Behavioral Finance and its Connection to Financial Advice

October 31, 2024
Q&A with Orion Advisor Solutions Chief Behavioral Officer Dr. Daniel Crosby.

Open Banking Will Be Great — With Guardrails

October 31, 2024
For the land of free markets and open competition, the US has surprisingly little choice when it comes to payments. Americans use cards for most of their purchases, and most of those transactions are handled by just two companies, Visa or Mastercard, which levy billions of dollars of fees on the merchants that rely on them.