Vanguard’s acquisition of Altruist could reshape the RIA custody landscape. Louis Diamond shares his rapid reaction to the deal, what it could mean for advisors, and what he’ll be watching next.
Louis Diamond and Josh Tomolak unpack today’s IBD vs. RIA decision, explaining how the models differ, where they overlap, and how advisors can evaluate which path best supports the business they want to build.
Jason and Mindy Diamond unpack the real advisor transition playbook—from due diligence and culture fit to portability, enterprise value, and the evolving landscape of advisor choice.
A continuation of the Advisor Transition Playbook, this episode focuses on how the inputs to due diligence are evolving and how newer factors, such as AI and enterprise value, are shaping how advisors assess firms and long-term fit today.
A companion to the annual Advisor Transition Report, this episode explores what’s driving advisor movement and what it signals about control, growth, and evolving business models.
Many top advisors look successful on paper yet feel stuck. This Industry Update explores why “winning” can create new constraints, and how freedom, control, and enterprise value reshape what comes next.
2025 quietly reset expectations around growth, capital, and scale. In this Industry Update, we examine what last year set in motion and how advisors can position their businesses for what comes next in 2026.
A guide to advisor transitions: due diligence, culture, deals, client comms,and lessons from the $129B Merrill breakaway.
A $129B team left Merrill to launch OpenArc Corporate Advisory, the largest breakaway in industry history. In this special episode, Dynasty’s Shirl Penney joins Louis Diamond to share an inside perspective on why the deal is about more than scale, what drove the move, and how it signals a new era for independence and the industry at large.
A special mid-year update with Jason and Louis Diamond on deals, transitions, and recruiting trends shaping 2025—and what advisors can expect in the months ahead.
