The Diamond Podcast for Financial Advisors

Steve Chubak, Managing Director at Wolfe Research What can advisors learn from the way institutional investors evaluate wealth management firms? Wolfe Research’s Steve Chubak offers a different lens on growth, recruiting, AI, pricing, M&A, and what separates stronger firms from the rest. In Summary

Financial advisors and institutional investors often evaluate the same wea...

Michael Lee & Steve Armaly—Founders & Managing Partners, Ox Road Capital After leaving UBS to launch Ox Road Capital, Michael Lee, Steve Armaly, and their partners crossed $1B in AUM in just 225 days. They share how years of client trust, partner alignment, and a client-first vision helped make an extraordinary transition possible. In Summary

When Michael Lee, Steve A...

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

Wirehouse advisor movement reached a notable pace in the first half of 2026. Across M...

With Susie Cranston, CEO, Cresset  |  Kelly Wagman, PhD, Director, Head of AI Strategy, Cresset

Cresset CEO Susie Cranston and Head of AI Strategy Kelly Wagman explore the modern family office, AI as a scale enabler, human-led advice, equity, culture, and what Cresset is building next.

In Summary

What does the modern multi-family office really look like—and how might A...

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 became the right next step.

In Summary

David Bahnsen left Morgan...