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
The Rise of the Mini-Aggregator
More advisors are renting out their platforms to smaller advisors as a way to build scale. Could the trend disrupt the established aggregators?
Amid Regulatory Charges, LPL Tries to Regain Trust
LPL Financial's third quarter profit fell 11.6 percent on regulatory charges of $23 million. CEO Mark Casady said the firm is focused on regaining the trust of shareholders and regulators.
Is This the Robo You Should Fear?
Many robo advisors focus on millennial investors. SigFig is going after the yield-starved retiree market with a new income-oriented portfolio.
Ameriprise’s Wealth Segment Posts Record Profit Margin
Ameriprise Financial reported a record profit margin of 16.9 percent in its advice and wealth segment, up 270 basis points from a year ago, as the unit continues to be a larger part of the firm's business mix.
Wealthfront’s Nash on the Robo’s $64 Million Infusion
Wealthfront CEO Adam Nash talks about the robo advisor’s newest infusion of capital, announced today, the direction of the company and why advisors shouldn’t fear robos.
When Working Women Need Disability Planning
No advisor wants to think about one of their clients getting hurt or ill to the point where they’re physically not able to continue working. But every advisor should plan for it.
Motif’s Walia: Tech Trends Changing the Industry
Technology is changing the financial services industry and investing to meet the demands of investors for more social interaction, more transparency and lower costs, said Hardeep Walia, co-founder and CEO of Motif Investing.
Bob Doll: Eight Reasons To Be More Confident in 2014
While we're coming off of a 30-year bull market in bonds and a 10 percent stock market correction, Nuveen's Chief Equity Strategist Bob Doll says there are more reasons to be confident than fearful in 2014.
The Great RIA Divide
RIA firms at the top are increasingly holding more of the assets, while those at the bottom continue to lose their share of the pie, according to a new report by the Investment Adviser Association and National Regulatory Services.
Are Advisors Disillusioned with Alternatives?
Some advisors are dialing back on alternatives and more are avoiding them altogether, according to a recent Wealthmanagement.com benchmarking report. Some blame a bull market in stocks as clients chase performance over diversification and low volatility strategies.
How One Advisor Uses United Capital’s Guidebook
United Capital’s new Guidebook provides clients with a financial plan—using infographics and easy-to-interpret charts, not reams of numbers and complex spreadsheets. Here’s how one advisor is using it.
Former Wells Fargo Team Launches New RIA with Dynasty
A team of advisors managing $400 million in assets left Wells Fargo Advisors to launch their own registered investment advisory through Dynasty Financial Partners.
Schorsch Brings Cole Capital Under RCAP Umbrella
RCS Capital (RCAP) announced it will buy Cole Capital from sister company American Realty Capital Properties for $700 million.
The Washington Effect on Your Clients’ Investments
It would behoove advisors and their clients to pay attention to what’s going on in Washington, especially when it comes to tax reform and the impact of Congress’ dysfunction.
Wealth Advisors with Heart: Tyson Ray
In 2011, Tyson Ray and his wife launched Children’s World Impact (CWI), a nonprofit aimed at breaking the cycle of poverty among orphans and widows. The organization has ongoing projects in Haiti and Ghana.
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