The Diamond Podcast for Financial Advisors: From Breakaway to Transaction in 3 Years

Published on August 13, 2026

Three years after launching his independent RIA, Patrick Larkin merged with Cerity Partners—but not because that was the original plan. He explains how ownership changed the way he viewed enterprise value, optionality and the future of his business.

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Europe’s Stock Market Boom Is Hiding a Darker Truth

August 13, 2026
European stock markets are booming. But that doesn’t mean Europe is. Traditionally, a bet on European equities is actually a bet on growth everywhere else. The companies that make up the Stoxx Europe 600 — which has risen by about 12% this year — get almost half their revenues outside the continent, according to the index’s owners.

Updating Your Plan for Life’s Changes: Marriage, Divorce, Inheritance, and Policy Shifts

August 13, 2026
Life rarely stands still, and for families caring for a loved one with special needs, change can introduce both emotional and financial complexity. Marriage, divorce, the loss of a parent, an unexpected inheritance, or shifts in public policy may all significantly impact eligibility for benefits, long-term financial security, and family dynamics.