The Diamond Podcast for Financial Advisors: Insights on Goals, Growth, and Building Something Great

Published on January 9, 2025

A compendium of advice extracted from 48 episodes of the 2024 season of the Diamond Podcast for Financial Advisors.

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Unemployment Claims Drop to 11-Month Low

January 9, 2025
In the week ending January 4th, initial jobless claims fell to their lowest level since February 2024. Initial jobless claims were at a seasonally adjusted level of 201,000, a decrease of 10,000 from the previous week's figure. The latest reading was better than the 214,000 forecast.

Mariner Adds $292B Institutional Consulting Firm

January 9, 2025
Cardinal Investment Advisors, an institutional consulting firm, will expand upon Mariner Institutional, a new division seeded last year when the RIA acquired two firms with that focus.