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
Another Team Goes Back to Securities America
Terry Bethea and Larry Angst, who manage $100 million in client assets, have decided to return to Securities America after about four years with LPL Financial.
The 10 Best and 10 Worst States for Wealthy Taxpayers
Geography plays a big role in how much your clients pay in taxes this year. Here are the 10 best and worst states for tax burdens on the wealthy, ranked by WalletHub.
Foothill Scores $1 Billion Team from Financial Telesis
Foothill Securities has scooped up a team with over $1 billion in assets from Financial Telesis, which recently struck a recruiting deal with LPL.
E.F. Hutton Speaks Up, Again
Nearly three years after the announcement that the E.F. Hutton name was to be revived as an investment advisory, a new management team now seems to think there is a better way to leverage the brand.
Head of Ameriprise’s Advisor Business to Step Down
Donald Froude, president of Ameriprise Financial’s Personal Advisors Group, will step down from his role at the end of the month.
In Rebranding, United Capital Hopes to Redefine ‘Wealth Management’ 1
In multi-million dollar effort, United Capital will rebrand itself as a “financial life management” firm; CEO Joe Duran hopes the term will replace “wealth management” as the way independent advisors describe their business model.
From the FBI: Protecting Clients From Theft, Fraud in the Art Market
When advisors think about the risk of investing in art, they often think in terms of market risk. But in the art market, there’s also object and counterparty risk. Here’s how to protect clients.
Art as Investment
When it comes to advising clients, particurly high-net-worth ones, few things can trip an advisor up like an art collection. Should it be thought of as a discrete class of investment? An expensive hobby? A wealth-transfer tool?
LPL Adds Zions Bank to Its Platform
LPL Financial will provide brokerage and wealth management services to Zions Bank, including 50 advisors focused primarily on serving high-net-worth investors.
The Top 10 Billionaires Under the Age of 40
As tech IPOs accelerate, advisors have a new pool of prospects. Tech entrepreneurs, like Mark Zuckerberg, dominate Wealth-X's list of the world's 10 richest individuals under 40.
Advisor Confidence Slides in February
Despite their optimism in the first month of the year, financial advisors’ confidence in the U.S. economy trended down in February, on worries about the plunge in oil prices, the euro zone, and geopolitical events. WealthManagement.com’s Advisor Confidence Index fell 1.5 percent in February to 119.66.
Advisor Confidence Drops Off in February
Advisor confidence in the U.S. economy slid 1.5 percent in February, while their short-term outlook for the markets trended up.
Crowded Out
Is your custodian a growing threat?
Envestnet Gets into the Robo Business
Chicago-based Envestnet is the latest to join the robo-advisor trend with its purchase of Upside, which has developed an automated, online financial planning and investment platform to be white-labeled by financial planners.
LPL Moves Fortigent Operations to Charlotte
LPL Financial will relocate its Fortigent operations from Rockville, Md. to the company’s Charlotte, N.C. office to consolidate resources focusing on high-net-worth clients.
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