Making a business out of succession planning
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Former RIA owner is on a mission to help make financial services less male, white and straight.
Carina Diamond has always been interested in what comes next.
That’s led Diamond, a former financial advisor, on a journey through the financial services industry, with a career that has spanned banking, a broker-dealer and an RIA.
Through much of that, she focused on mentoring, so it may co
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