by Carina Diamond | Nov 10, 2023
Carina Diamond, CEO and founder of Stella Secunda, has been appointed as the new director of the Diversitas program at The University of Akron College of Business. Diversitas, dedicated to diversifying the wealth management industry and promoting diversity, plans to... by Carina Diamond | Nov 9, 2023
In a startling revelation from the 2023 Fidelity RIA Benchmarking study, net new assets from both new and existing clients took a nosedive, plummeting by a staggering 40% year-over-year. This startling decline rippled across RIA firms of all sizes, shaking the... by Carina Diamond | Oct 25, 2023
Recruiting and developing young talent is a must for an industry whose workforce is rapidly aging out, with the average age of an advisor said to be in the mid- to late 50s. The stakes are high, as many firms admit to having problems with successfully retaining their... by Carina Diamond | Oct 23, 2023
Wealth management veteran Carina Diamond has launched Stella Secunda, a firm providing consultative strategies to help financial services firms embrace next-generation business opportunities. Diamond, who most recently served as chief growth officer at Dakota Wealth... by Carina Diamond | Oct 11, 2023
As advisors, we are trained to prepare our clients for their future. We help them visualize and then quantify ages, dates and dollar amounts for various goals and contingencies to project a future lifestyle to work toward together. It comes naturally to us to help...
