The Diamond Podcast for Financial Advisors

Louis Diamond offers UBS advisors a perspective on the firm’s compensation plan changes, which were announced on Nov. 21.

Jason and Louis Diamond explore strategies for maximizing enterprise value, whether or not an advisor plans to move.

Momentum Advisors' Allan Boomer details his journey from a Merrill intern to Goldman Sachs to independence as a true fiduciary.

eMoney's Susan McKenna explores the fintech firm’s evolution, competitive edge and the role of technology in wealth management.

Industry thought leader Carl Richards offers a unique perspective on the true value of an advisor and how to access that to better serve clients and foster growth.

Covenant Capital founder Nate Harris explains why he left Merrill and opted for the independent broker/dealer model, which he felt would allow him to achieve all he desired and then some.

Justin Berman details the thinking behind his move from Goldman Sachs to independence in 2010, followed by the merger with Cresset Asset Management.