IBD vs. RIA: A Special Industry Update on Independence
Louis Diamond and Josh Tomolak unpack today’s IBD vs. RIA decision, explaining how the models differ, where they overlap, and how advisors can evaluate which path best supports the business they want to build.
Why AI Matters Now: How a $1.5B RIA is Building the Firm of the Future
Ryan Belanger — Founder & CEO, Claro Advisors
Most firms are adding AI to existing workflows. Ryan Belanger chose a different path, acquiring a fintech company and rebuilding Claro Advisors around an AI-native platform. He explains why he believes the future belongs to firms that rethink how they …
Build, Grow & Transact: From Breakaway to Transaction in 3 Years
Patrick Larkin, Partner & Practice Leader, Cerity Partners
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 hi…
Growth Without Compromise: Building Around the Advisor Experience
Shannon Spotswood – CEO, RFG Advisory
Choosing a platform isn’t just about technology or economics. It’s about finding a partner that helps you build the business you actually want to own. Shannon Spotswood explains why growth without compromise starts with choosing the right partner.
In Summary
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Vanguard Acquires Altruist: What It Means for Advisors and the Industry
With Louis Diamond
Vanguard’s acquisition of Altruist could reshape RIA custody, bringing together Altruist’s technology with the scale, capital, and reputation of one of the industry’s best-known brands.
In Summary
Vanguard’s acquisition of Altruist brings one of the financial industry’s most …
Build, Grow & Transact: Making the Leap from Northwestern Mutual to a $20B Enterprise
Andy Schwartz CEO, OnePoint BFG Wealth Partners | Kevin Spahn Founder, Spahn Financial (now OnePoint BFG)
Two former Northwestern Mutual advisors, two very different paths. Andy Schwartz and Kevin Spahn share what it takes to build, grow, merge, and create lasting enterprise value.
In Summary
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Why So Many Successful Advisors Feel Stuck – Best of Replay
With Louis Diamond and Mindy Diamond
Louis and Mindy Diamond explore why successful financial advisors can feel stuck despite thriving businesses—and how agency, enterprise value, risk, legacy, and a clear true north can help them evaluate what comes next.
In Summary
Successful advisors by defin…
Unleashing Potential: Why Capacity is an Advisor’s Biggest Competitive Advantage
Michael Kim — CEO & President, AssetMark
AssetMark CEO Michael Kim explains why advisor growth increasingly depends on creating capacity—and using outsourcing, technology, and AI to spend more time where advisors add the greatest value.
In Summary
Growth is a priority for nearly every advisory f…
Build, Grow & Transact: David Bahnsen on Building a $10.5B Business Worth Selling
David Bahnsen, Founder & Managing Partner, The Bahnsen Group
From $600mm to $10.5B, David Bahnsen built The Bahnsen Group almost entirely through organic growth. He shares the decisions behind that growth, the value of reinvesting in the business, and why selling to longtime partner Hightower beca…
The Wirehouse Talent Battle: Winners, Losers and What’s Changing
A Special Industry Update with Louis Diamond and Jason Diamond
Wirehouse advisor movement accelerated sharply in the first half of 2026. Louis and Jason Diamond unpack the numbers, the forces driving them, and what they reveal about an increasingly competitive advisor marketplace.
In Summary
Wir…
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