The Diamond Podcast for Financial Advisors Replay: The Latest on How Due Diligence Is Evolving

Published on July 2, 2026

Jason and Mindy Diamond revisit how advisor due diligence is evolving—from AI and enterprise value to firm stability, ownership, and optionality—and why those questions matter more than ever.

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What Really Drives RIA Valuations: Business Mix, Organic Growth, and Deal Structure

July 2, 2026
Look beyond the headline multiple. The real value of your advisory firm depends on business model, true growth metrics, and how the deal is structured.

Initial Unemployment Claims Down 1K, Lower Than Expected

July 2, 2026
In the week ending June 27th, initial jobless claims were at a seasonally adjusted level of 215,000. This represents a decrease of 1,000 from the previous week's figure and was lower than the forecast of 219,000.