Diana Britton

Articles by Diana Britton
LPL Recruiter to Replace Bruton
LPL Financial recruiter Bill Morrissey will lead investment advisor services, taking over for Derek Bruton, who stepped down last week due to concerns over interactions with other employees.
Is the CFP Board Losing Credibility in the Eyes of Advisors? 7
A WealthManagement.com survey shows one-third of advisors believe the recent scandals plaguing the board have hurt the value of the designation, while over half don’t trust the compensation disclosures on the firm’s website.
Joe Duran's Journey Out of Chaos 2
Most people know Joe Duran as the CEO of United Capital. Less known is the journey that shaped his ambitions.
Alternative Mutual Funds Grow, But Beware Short Track Records
The proliferation of alternative mutual funds continues, but many have short track records and caution is required, said a Morningstar researcher during a Fidelity alternatives roundtable discussion.
The Retirement Illusion
Retirement confidence rebounded in 2014, but workers still aren’t saving enough, according to a new survey by the Employee Benefit Research Institute.
Meet the 'Elite 8' Contenders
Welcome back to WealthManagement.com’s 2014 bracket tournament. You voted, now see which contenders made it to the 'Elite 8.'
As Good As It Gets?
Firms are riding the tide of rising equity markets, more fee-based business and high-profile deals; so why do margins remain so thin?
Cantor Fitzgerald Continues Growth Tear with Mariner Team
Cantor Fitzgerald continues its reach into the wealth management business with its latest acquisition of an advisor team from Mariner Wealth Advisors.
Meet the 'Sweet 16' Contenders
Welcome back to WealthManagement.com’s 2014 bracket tournament. You voted, now see which contenders made it to the 'Sweet 16.'
Compensation & Perks
Soaring equity markets gave a boost to advisors’ compensation and benefits this year, with advisors’ average score of their firms rising to 8.8 from 8.7 last year.
Independent Channels Continue to Steal from Wirehouses
Assets are growing in the RIA and hybrid channel faster than headcount, suggesting clients are increasingly choosing independent advisors over large banks and brokerages.
Meet the 2014 Wealth Management Madness Contenders
Who is the most influential person in wealth management? You decide. Our annual tournament returns this month on WealthManagement.com. Readers vote weekly on matchups of the industry’s best to determine the winner.
We May Finally See Tax Reform With New Senate Finance Chair
Last night Ron Wyden was named chairman of the Senate Finance Committee, a sign we could see some movement on tax reform.
If You Can’t Build It, Buy It
Buying a practice at a young age is difficult, but if this advisor is any indication, it can be done.
Cerulli: One-Third of Advisors to Leave the Business by 2024
About 98,500 advisors, or 32 percent of the total advisor population, plan to retire or exit the business in the next 10 years, Cerulli says. Yet many still don't have a succession plan.
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