The Diamond Podcast for Financial Advisors: Cresset CEO, Head of AI on Building the Modern Family Office

Published on October 1, 2026

Cresset CEO Susie Cranston and Head of AI Strategy Kelly Wagman explore AI as a scale enabler, human-led advice, equity, culture and what Cresset is building next.

Continue reading on website
Other news

FPA Debuts New Version of PlannerSearch Tool

October 1, 2026
The association partnered with Snappy Kraken and The Smyth Group to transform its static directory into an interactive matching system, with more visibility in AI search.

Wall Street Regulator Moves to Expand Access to Private Funds

October 1, 2026
The Securities and Exchange Commission is proposing a series of moves to help expand retail investor access to private markets, so more individuals can access private equity, early-stage startups and other assets.