Diversify Wealth Management

08/28/2026

Our own Jenie Connors was invited by NRV Utah to share her perspective on financial well-being.

In her article, Jenie introduces the Financial FORWARD Framework™, a step-by-step approach she created to help people stop letting money run their lives and start putting it to work with purpose.

Her core message? Jenie believes that the people with the greatest sense of financial well-being aren't always the ones who earn the most. They're the ones who've put money in its proper place.

This is the kind of thought leadership our advisors bring to their clients every day.

Read the full article here: https://nrvutah.com/2026/08/20/put-your-money-back-where-it-belongs/

Financial planning doesn't have to be frightening. All you really need to do is put your money to work — for you!

08/21/2026

Growth looks different for every advisor.

For Mike Hostick, it meant finding a platform with the flexibility and resources to take Live Oak Investment Partners to the next level.

For Leo Rotman, CFP®, it meant finding the infrastructure to grow River Financial Group, LLC while continuing to serve the families who depend on his specialized expertise.

Different paths. Same destination: more opportunity without giving up independence.

We’re proud to welcome both teams to Diversify as they begin their next chapter with us.

Together, Live Oak Investment Partners and River Financial Group bring nearly $400 million in client assets to Diversify, pushing our platform past $14 billion. But the numbers are only part of the story.

The better story is the people behind them.

Read the announcement, and hear directly from Mike and Leo about why they chose Diversify.

https://www.prnewswire.com/news-releases/diversify-welcomes-two-new-advisor-offices-adding-nearly-400-million-in-client-assets-302851483.html

Welcome to Diversify. We’re glad you’re here.

08/03/2026

Diversify is hiring a Junior Compliance Officer!

The Junior Compliance Officer supports the Chief Compliance Officer and the Senior Compliance Officers in the day-to-day administration of Diversify’s compliance program across both its registered investment adviser (RIA) and broker-dealer (BD) business lines. This is a hands-on role for someone who wants to build deep, practical fluency in SEC and FINRA rules and apply that understanding to help advisors and offices operate compliantly and efficiently. The role is split roughly evenly between RIA-side and BD-side compliance work, with general operational support to the CCO and senior compliance staff as needed.

This is a full-time, in-office position at our home office in South Jordan, Utah.

View the full job description and apply here: https://diversify.bamboohr.com/careers/95?source=aWQ9MTg%3D

07/27/2026

Proud to share that Jenie Connors CFP® CDFA®, Wealth Advisor & Partner at Diversify, was recently spotlighted in Utah Valley Magazine's Women's Issue!

Jenie's path to financial planning wasn't the one she originally imagined. After facing an unimaginable personal tragedy, she made a choice to turn pain into purpose, going back to school and discovering a passion for helping others build financial security and resilience.

Today, as a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst, Jenie is especially passionate about empowering women to take an active role in their finances, whether preparing for the Great Wealth Transfer or navigating divorce. She also hosts quarterly "Savvy Lunch n' Learns" to help people build a strong financial foundation using her Choosing Forward™ framework.

In her words: "Through life's devastating moments, it is not only possible to survive. It is possible to thrive."

We're proud to have Jenie on the Diversify team and grateful she shared her inspiring story.

Learn more about Jenie here: https://www.diversify.com/advisor-team/jenie-connors

07/16/2026

Not every RIA platform is built the same. And advisors who assume “independence” means the same thing everywhere often find out too late that it doesn’t.

In his latest piece, our CEO Ryan O. Smith breaks down the 3 questions every advisor should ask before choosing a platform:

• Is there true cultural alignment, or just a good pitch deck?
• Do you actually understand the economics, beyond the headline payout number?
• Does the platform’s definition of independence match yours?

The move to independence is supposed to be about freedom. But the wrong platform can create complexity in exactly the places advisors don’t expect: economics, decision-making, culture, and long-term control.

The goal isn’t to find a platform that helps you transition. It’s to find one that helps you build.

Read the full breakdown here: https://www.advisorhub.com/resources/not-all-independence-is-created-equal-3-things-advisors-cant-afford-to-miss/

07/07/2026

Every Fourth of July, we celebrate the idea of independence. But here's a question worth sitting with this month: where do you actually stand on the path to financial independence?

Not in a vague, motivational sense. Specifically, which of the three stages applies to your life right now, and what should that mean for your financial plan?

We broke it down in our latest Client Insights article. It's a quick read, and most people find they identify with a stage immediately.

07/02/2026

Need some reading material as you head into the holiday weekend? The latest edition of The Diversify Outlook is here: “Built to Last: America at 250 and the Road to November”

This month’s insights explore:

✅ 250 Years
✅ The Midterm Landscape
✅ Implications of a Divided Government
✅ Investment Implications

The Diversify Outlook is published monthly by Diversify’s Asset Management team, led by Chief Investment Officer, David Wrigley, CFA, CAIA.

Few topics divide a room faster than politics. We recognize that any political commentary risks alienating one segment of our audience while exciting another. But our responsibility is to provide an unbiased perspective on the variables that matter for your portfolio and financial plan. November's m...

06/22/2026

Today we want to highlight the 10 year anniversary of advisor Nir Regev and the Regev Group. From the beginning, it’s been a natural fit and easy partnership.

Nir had this to say about it:

“Ten years ago, in advance of my then broker/dealer being absorbed by a monolith firm, I began to search for a new boutique firm and stumbled upon Diversify. The integrity, wisdom and collective vision of the founders resonated and allowed me to affiliate quickly with enthusiasm.

Though our commitment was for the long-term, we could not have imagined what the next decade would bring in terms of our affiliation and Diversify’s expansion. The culture, the attitude, the deep-seated care, the smart and prudent decisions made by the owners but also staff in general are truly a hallmark of our industry. Their willingness to help, support, and their collaborative nature have been a part of almost every interaction over the years. To have a smart and caring compliance department has been a huge asset. To have a “deep bench” of a cautiously scrutinizing due diligence department, especially as this relates to alternative investments, is comforting while encouraging.

In short, the top-tier folks who comprise the essence of Diversify are not here by accident; they are the result of a culture which has been created by attracting good people to the home office, selectivity of good advisors, and never losing focus on what’s most important… the client friends who invest with and trust us. We are elated in celebrating our first ten years!”

To Nir, The Regev Group, and every client they've served over the past ten years, congratulations, we look forward to the next 10!

06/17/2026

In a new article on AdvisorHub, our Co-Founder and CEO Ryan O. Smith draws on his experience on both sides of institutional transactions to expose the hidden risk reshaping the RIA landscape and what advisors need to ask before it's too late.

The wealth management industry is in the middle of a capital boom. But not all capital is created equal.

Read the article here: The Hidden Risk in Wealth Management's Capital Boom

The Hidden Risk in Wealth Management’s Capital Boom

06/04/2026

The SpaceX IPO is shaping up to be one of the most significant market events in recent history and our clients deserve to be informed before the noise takes over.

In preparation, Diversify’s Chief Investment Officer, David Wrigley, has recorded an educational webinar covering key considerations surrounding the offering.

In this presentation, David discusses the IPO process, potential risks and opportunities, allocation considerations, and important factors investors should evaluate before participating. Its purpose is designed to provide objective education.

https://www.diversify.com/post/spacex-ipo-spcx-the-largest-ipo-in-history

In preparation for the upcoming SpaceX IPO opportunity, Diversify’s Chief Investment Officer, David Wrigley, has recorded an educational webinar covering key considerations surrounding the offering. In this presentation, David discusses the IPO process, potential risks and opportunities, allocatio...