The Diamond Podcast for Financial Advisors: Filling the Estate Planning Gap

Published on May 21, 2026

Wealth.com's Rafael Loureiro on why estate planning is shifting from a static legal exercise to an AI-powered, advisor-led planning process.

Continue reading on website
Other news

Farther Raises $150M In Series D Led by General Atlantic

May 21, 2026
The fundraising round is Farther’s second in less than a year as it continues to try and recruit advisors to its homegrown wealth platform.

Structured Income ETFs: Expanding Advisors’ Income Solutions

May 21, 2026
Equity-linked note ETFs provide diversified access to derivative-based income strategies, helping advisors manage operational complexity while addressing client cash flow needs.