Diana Britton

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.

Articles
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.
Morningstar: Low-Cost Active Funds Outlast, Outperform High-Cost Peers
A new Morningstar report finds that low-cost active funds tend to outperform and outlast higher-cost active funds over time.
First Republic Buys Constellation Wealth Advisors
First Republic's $115 million acquisition of Constellation Wealth Advisors, a multi-family office firm with $6.1 billion in assets, is the bank's first major deal in the space since it bought Luminous Capital in 2012.
New Vestorly Partnership Puts Advisors in Front of Kiplinger Audience
Kiplinger has teamed up with Vestorly to launch a channel aimed at connecting its readers with financial advisors who use Vestorly’s technology.
Non-traded REITs, BDCs Paid Out $5.9 Billion in 2014
The non-traded, direct investment vehicles paid out $5.9 billion in distributions, or about 7 percent of total assets, to investors last year, according to new data from the IPA and DST.
This M&A Boom Looks Different Than 2007
Corporate mergers and acquisitions are at the highest levels since 2007. Is this the top of the cycle?
The Clarke Clan

Patrick Clarke’s belief in the independent advisory model, coupled with a pioneer’s sense for self-sufficiency, grew into NorthStar, an all-encompassing firm that is a major force in the financial services industry.

Is Pimco Regaining Its Footing?
Despite the unexpected departure of Bill Gross last September and significant outflows, Morningstar points to signs that Pimco is regaining solid footing.
Pershing: Advisors Not Sold on Teaming with Robos 1
Only 19 percent of advisors believe digital advice can complement their practice, according to a new Pershing study released at the firm’s annual INSITE conference Wednesday.
Timeline: The Rise of NorthStar
NorthStar is now a huge force in the RIA industry, but the firm, and its founder, had humble beginnings. Here's a snapshot of the firm's history through time.
Raymond James Lands Largest Team in History
Raymond James has attracted the largest team in its history, with $2.4 billion in client assets, from Morgan Stanley.
Pershing Becomes First Custody/Clearing Firm to Use Vestorly
New York-based Vestorly has landed its first custody/clearing firm and largest client yet, with Pershing putting the start-up’s digital content marketing tool on its NetX360 technology platform this week.
NorthStar Combines Video Marketing, Printing Divisions
NorthStar is combining its Omaha, Neb.-based creative marketing unit, Blu Giant Advisor Studios, with its Arizona-based printing company Gemcom.
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