The Employee Ownership Operating System

Published on March 12, 2026

Four key aspects of operating an employee-owned RIA as a “forever” business.

Continue reading on website
Other news

Initial Unemployment Claims Down 1K, Lower Than Expected

March 12, 2026
In the week ending March 7th, initial jobless claims were at a seasonally adjusted level of 213,000. This represents a decrease of 1,000 from the previous week's figure and was lower than the forecast of 214,000.

The Diamond Podcast for Financial Advisors: Cedarwood Financial Partners' $1.7B Post-Litigation Comeback Story

March 12, 2026
Todd Vincent and Dylan Ripley share the reality of leaving Edward Jones, defending a two-year lawsuit and still nearly doubling their business.