The Diamond Podcast for Financial Advisors: Legal Strategies for Advisors in Transition

Published on October 30, 2025

As TROs and lawsuits make headlines, two attorneys who represented Merrill breakaway OpenArc share how advisors can minimize risk, protect client relationships and make a clean move with confidence.

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September CPI: Better Than Expected Doesn't Mean Good

October 30, 2025
The headline annual CPI came in at 3 percent, according to BLS data. That was up from 2.9 percent in August and 2.7 percent in July. It was the highest print since January, and up from a low of 2.4 percent in March.

Best and Worst 401(k) Plans by Industry 1

October 30, 2025
Judy Diamond Associates' latest report highlights opportunities for financial advisors with business-owner clients.      Related StoriesCities With the Largest and Smallest Million-Dollar HomesHere's How Much Americans Hate Talking About Money10 Biggest U.S. Fund Firms by Assets: Morningstar