The Most Overlooked Driver of M&A Returns in Wealth Management

Published on January 22, 2026

Why a post-deal integration team is as crucial, if not more so, than the initial dealmakers.

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The Stock Market Affordability Crisis

January 22, 2026
Our view from the portfolio management desk is that there seems to be a concurrent affordability crisis in the public stock markets as well. The biggest names appear to be “priced for perfection” at this moment.

The Diamond Podcast for Financial Advisors: How a $1.4B Merrill Team Solved for Succession

January 22, 2026
Tim Krueger describes how he and his team rethought succession, liquidity and legacy to create long-term continuity.