Diana Britton

Managing Editor

Diana Britton is the Managing Editor of WealthManagement.com, covering asset management and independent broker/dealers from all angles. A native of Los Angeles, she now lives in Queens, N.Y.

Will SRI Evolve Beyond a Niche Market?
Will socially responsible investing remain a niche or find broader appeal? Steve Lydenberg of Domini Funds argues the strategies will earn a mass following as they are based on macro themes of fundamental changes in the environment and society.
The Art and Science of Contrarian Intrinsic Value Investing
Out-of-favor is a prerequisite to contrarian value investing. But you want to make sure you’re buying quality at value prices, not junk at clearance prices, says Rupal Bhansali of Ariel Investments.
Emotions Play Key Role in Fraud Vulnerability of the Elderly
A new Stanford University study found that older adults are more likely than their younger counterparts to fall victim to con artists who exploit their emotions.
United Capital Tightens Its Filter With Latest Deal
United Capital's acquisition of HFI Wealth Management, an advisory firm with about $332 million in assets, is one example of its increased selectivity in the wake of the debut of FinLife Partners.
Lightyear Fuels Further Acquisitions for Wealth Enhancement Group
The private equity-owned RIA made its second acquisition in as many months, adding Houston-based Sound Financial Solutions, with $260 million in assets.
Top Muni Bond Blowups in Recent Years
With Puerto Rico having just defaulted and Atlantic City “teetering on the edge,” we highlight some of the largest municipal bond blowups in recent years.
Time to Sell? Public Markets Provide a Clue
A new report by ECHELON Partners suggests advisors should look to public companies in the investment and wealth management space as a barometer for private valuations. The signals suggest now may be a good time for owners to sell, before valuations fall.
Top 10 Wirehouse Advisors in 2016
The top advisors at wirehouse firms are a productive lot, each managing billions of client assets. Check out which advisors made this year’s elite top 10.
LPL Grows Net Income 88 Percent, Beats Earnings Estimates
LPL Financial announced first-quarter net income of $50 million, or 56 cents a share, beating analysts’ expectations by 12 cents.
Private Equity for Public Investors
New private equity funds for accredited investors are gaining some traction, but some advisors are skeptical.
Where’s the Money Going in 2020? Six Trends Driving Wealth Flows 1
Who are the biggest winners of assets in the next four years? Who are the biggest losers? These six trends, according to a study by A.T. Kearney, will provide a clue.
A Better Approach to Portfolio Construction and Performance Reporting
With the ascension of robo platforms, advisors will have to add value beyond performance. They can start by using behavioral finance to construct portfolios. Here’s how.
Four Reasons the Markets Fear a Trump Presidency 5
The markets hate uncertainty, and Donald Trump “would be the mother of all uncertainty” if elected president, says political strategist Greg Valliere.
LPL Selects BlackRock’s FutureAdvisor as Robo Platform
LPL Financial has partnered with FutureAdvisor and BlackRock to provide a robo platform to the firm’s 14,000 advisors.
Male and Female Advisors See Things Differently
When looking at the advisory industry through a gender lens, it’s still a man’s world. But a recent Wealthmanagement.com survey finds misperceptions and stereotypes can run both ways.
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