Diana Britton

Managing Editor

Diana Britton is the Managing Editor of WealthManagement.com and REP. Magazine, covering asset management and independent broker/dealers from all angles. A native of Los Angeles, she now lives in Queens, N.Y.

Ten to Watch 2016: John Wise
When John Wise launched InvestCloud in 2010, he did it using a patented technology called “Programs Writing Programs,” allowing the creation of new iterations of programming without the need for a lot of new code.
Ten to Watch 2016: Stephen Clarke
In 2011, Eaton Vance created Navigate Fund Solutions to develop the non-transparent ETFs structure, dubbed “exchange traded managed funds.” Stephen Clarke, a former senior vice president of Old Mutual Asset Management, led the effort.
American Realty Capital Properties Rebrands to VEREIT
American Realty Capital Properties, the non-traded REIT sponsor mired by troubles last year related to a $23 million accounting error, has changed its name to VEREIT. The new name comes from the word “veritas”—the Latin word for “truth.
2015: The Year of the Mega-Deal
So far this year, there have been eight deals in the RIA space over $5 billion in size, up from one deal during the same period last year.
Wells Fargo Earnings Remain Flat From a Year Ago
Wells Fargo reported net income of $5.7 billion, or $1.03 a share, during the second quarter, in line with what the bank reported a year ago and with analysts’ estimates.
AMG Buys Majority Stake in myCIO Wealth Partners
Affiliated Managers Group has acquired a majority interest in Philadelphia-based myCIO Wealth Partners, one of the largest RIAs in the country with $7 billion client assets.
Camardas May Appeal Judge’s Decision in CFP Board Suit
Jeff and Kim Camarda may appeal a federal judge's decision to throw out their lawsuit against the CFP Board.
F-Squared Files for Bankruptcy Protection
The beleaguered ETF strategist filed for Chapter 11 bankruptcy Wednesday; Broadmeadow Capital will acquire its operating assets.
Head of Lincoln's IBD Steps Down to Lead ProEquities
Christopher Flint has stepped down as president of Lincoln’s independent broker/dealer arm to serve as ProEquities’ new president and CEO.
D.C. Judge Tosses Advisors' Suit Against CFP Board

A U.S. federal judge on Monday granted the CFP Board’s bid to throw out a lawsuit filed by two Florida-based advisors challenging the organization’s decision to sanction them for their use of the “fee-only” description.

Pricing Weighs Heavily on Asset Manager Revenues
Product mix was not the only culprit driving asset management revenues down this year; pricing pressures are also to blame, according to the Boston Consulting Group.
40 Wirehouse Advisors Under 40: Keith Apton
Thirteen years ago, a then-24 year old Keith Apton closed his first ESOP deal. He's been doing nothing but ever since.
Financial Advisor Seeks NC House Seat in Republican District
Andy Millard, a financial planner from Tryon, N.C., is the underdog in his campaign to represent North Carolina’s 10th district in 2016. Here’s how he plans to beat the incumbent.
Top Muni Bond Blowups in Recent Years
With Puerto Rico now on the brink of default and Greece back in the spotlight, we highlight some of the largest municipal bond blowups in recent years.
Greek Exit Could Trigger a Correction, Advisors Say
Some advisors say a Greek default and exit from the Eurozone could trigger a market correction in the U.S.—and a buying opportunity.
Industry Newsletters
Investment Category Sponsor Links
Planning Investment Category Sponsor Links
Wealth Planning Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×