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Value investors value Black Diamond

Continuing our series of profiling successful advisors, we had the unique pleasure to sit down with Jordan Smyth, Managing Director of Edgemoor Investment Advisors. Edgemoor, based in Bethesda, MD, is a wealth management firm providing investment management and financial planning

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Posted in Practice management

Schwab IMPACT: Bigger, better, bolder

Thousands of industry professionals from all facets of the financial advisor industry descended on Chicago’s McCormick Place last week for an action-packed, highly produced Schwab IMPACT 2017, the 26th annual conference. The conference continues to grow in proportion to Schwab’s

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Posted in Wealth Management and Financial Planning

The best practices of the best advisors – InvestmentNews workshop

The seeds of destruction are sown in good times – and these are very good times,” declared Mark Tibergien, CEO of Pershing Advisor Services in his keynote session at the recently held Investment News Best Practices Workshop. Nearly 100 advisors

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Posted in Practice management

Essex Financial – Free to grow

Next up in our series of profiles of advisory firms having success with the Black Diamond Wealth Platform is Essex Financial. Headquartered in Essex, CT and led by President and CEO, Charles “Chuck” Cumello, Essex Financial provides comprehensive wealth management

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Posted in Practice management

Johnson & White Wealth Management – Breakaways with a purpose

Continuing our series of profiling leading advisors who are having success with the Black Diamond Wealth Platform, we had the unique pleasure to recently sit down with the leadership team at Johnson & White Wealth Management (JWWM), based in York,

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Posted in Practice management

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