The Diamond Podcast for Financial Advisors: Ryan Belanger on Why AI Matters Now to RIAs

Published on August 6, 2026

Claro Advisors’ Ryan Belanger explains why he believes the future belongs to firms that rethink how they operate, not just the tools they use.

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Perigon Wealth Management: Building a Tech Stack Through Partnerships

August 6, 2026
Jon Seif of Perigon Wealth Management discusses why the firm seeks vendors who will partner with them rather than focus on the “next individual feature.”

Big Oil Is Bracing for Lower Prices — and Rightly So

August 6, 2026
On Wall Street, money speaks louder than words. The way Big Oil is currently allocating dollars suggests the supermajors are, quietly, preparing for leaner times. It’s the right approach: Oil is a cyclical business, and lower prices are always around the corner. This time, they may be even closer.