Roughly a decade ago, the Gutierrez advisors reached out to Diamond Consultants, Diamond said. Louis Diamond, an industry recruiter at Diamond Consultants who also worked on the move, said in an interview that the level of thoroughness his client put into the transition was unusual.
He said thatTruClarity, a consulting firm that specializes in helping advisors achieve independence, facilitated the transition. "We're positioned to expand our wealth management services to families and individuals across Arkansas, providing fiduciary guidance and custom solutions with a human touch," said David Gutierrez in the press release. Services it will offer include financial planning and portfolio management, insurance and annuities, tax strategies, liability management, education funding, estate planning, charitable giving and personal banking, according to the firm's website. The Gutierrez firm will focus on custom advice for affluent families and individuals and consulting on retirement plans, according to a press release. footprint and acquire ultra high net worth specialists, as it did last month with a $1 billion Morgan Stanley team in Rhode Island, but it faces a sharp-elbowed battle with competitors. The Swiss bank has big plans to grow its U.S. AdvisorHub reported UBS's loss of a smaller advisor pair in New Jersey, with around $700 million in AUM, to Morgan Stanley last week. The move comes after UBS lost a $2.6 billion team to wirehouse Wells Fargo last week, and a $1.7 billion team to regional brokerage RBC the week before.
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