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.

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.
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?
Industry Newsletters
Investment Category Sponsor Links
Planning Investment Category Sponsor Links
Wealth Planning Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×