The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management Firms

Published on October 22, 2026

Wolfe Research’s Steve Chubak offers a different lens on growth, recruiting, AI, pricing, M&A and what separates stronger firms from the rest.

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Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'

October 22, 2026
Cerulli Associates finds true fee-only RIAs are growing more slowly than hybrid firms with brokerage ties or insurance licenses among the largest wealth managers.

As AI Expands, the Standard for Human Advice Must Rise

October 22, 2026
What clients should reasonably expect from a professional when technology can perform more of the foundational work itself.