The Diamond Podcast for Financial Advisors: The Advisor Transition Playbook

Published on October 2, 2025

From due diligence to culture fit, client communication to deal evaluation, there’s far more to moving than meets the eye.

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Market Valuation, Inflation and Treasury Yields - September 2025

October 2, 2025
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.

Mubadala-Owned Corient Acquires $2B Multi-Family Office

October 2, 2025
Corient, the RIA arm of CI Financial, makes its third multi-billion-dollar acquisition since announcing its $214 billion deal in early September.