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.

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.
Wealth Advisors with Heart: David Miller
David Miller is treasurer of the Kuykenstrong Foundation, an organization that supports families of children struggling with cancer being treated at the Lombardi Cancer Center in the University of Georgetown.
Wealth Advisors with Heart: Carla Koren
Sixty-five percent of fourth graders nationwide can’t read at the benchmark level, according to the National Assessment of Educational Progress. In California, it’s 73 percent. Morgan Stanley advisor Carla Koren has been trying to change that.
Wealth Advisors with Heart: Tracye Caughell
Tracye Caughell cofounded and volunteers at the Children’s Musical Theatre of Bartlesville.
What Do Corporate Inversions Mean for Clients?
Some companies are merging with offshore companies and moving out of the U.S. But if they’re doing it solely for tax reasons or clients are long-time shareholders, then these inversions aren’t good investments.
Lending to Advisors Is Often a Gut Decision
Lenders often make a gut decision when financing a deal, said M&A experts at FSI's Advisor Summit in Washington, D.C. So the difference between a ‘yes’ or ‘no’ on financing depends on how an advisor communicates their plan, vision and process.
Advisors: Confidence in Gross Wavers, But PIMCO Will Recover
Some advisors say Bill Gross’ move to Janus could cause redemptions at PIMCO in the short term, but most believe the firm will recover.
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