Mid-Year Review of Financial Advisory Trends

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.
• How deals are shaping up across the industry.
• What external forces could trigger a shift in activity.
• How firms might adjust their recruiting strategies and deal structures over the coming months.
• What some of the top moves of the first half of the year might be indicating.

Jason and Louis also answer the overarching question: Will the momentum continue?

Whether you’re planning your next move, refining your recruiting strategy, or just keeping a pulse on the competitive landscape, this mid-year update will give you the clarity and context you need—so be sure to listen in.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.