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.

The Clarke Clan

Patrick Clarke’s belief in the independent advisory model, coupled with a pioneer’s sense for self-sufficiency, grew into NorthStar, an all-encompassing firm that is a major force in the financial services industry.

Is Pimco Regaining Its Footing?
Despite the unexpected departure of Bill Gross last September and significant outflows, Morningstar points to signs that Pimco is regaining solid footing.
Pershing: Advisors Not Sold on Teaming with Robos 1
Only 19 percent of advisors believe digital advice can complement their practice, according to a new Pershing study released at the firm’s annual INSITE conference Wednesday.
Timeline: The Rise of NorthStar
NorthStar is now a huge force in the RIA industry, but the firm, and its founder, had humble beginnings. Here's a snapshot of the firm's history through time.
Raymond James Lands Largest Team in History
Raymond James has attracted the largest team in its history, with $2.4 billion in client assets, from Morgan Stanley.
Pershing Becomes First Custody/Clearing Firm to Use Vestorly
New York-based Vestorly has landed its first custody/clearing firm and largest client yet, with Pershing putting the start-up’s digital content marketing tool on its NetX360 technology platform this week.
NorthStar Combines Video Marketing, Printing Divisions
NorthStar is combining its Omaha, Neb.-based creative marketing unit, Blu Giant Advisor Studios, with its Arizona-based printing company Gemcom.
Seven Things You May Not Know About the Clarke Family
This month, we profiled NorthStar Financial Services and how the Clarke family built the business over the years. Here are seven facts that didn't make it into the story.
Top 10 529 Plan Program Managers By Assets
In honor of 5/29, national 529 college savings plan awareness day, we rank the top 10 529 plan program managers by assets, sourced from Morningstar.
Another Small B/D to Close Up Shop
More small broker/dealers are finding it is too much of a headache to run a small operation and remain profitable. So while several are closing up shop, many of their principals are finding new homes at some of the larger independent broker-dealers.
Advisors With Heart Awards 2015: Russell Redenbaugh
When a model rocket blew up in the face of a then-16-year-old Russell Redenbaugh, he decided he'd never be a "dependent." Now, he's working to make sure others aren't either.
Top 10 Most-Shorted Stocks by Hedge Funds
In investing, it often pays to zig when other market participants zag. Here are hedge fund managers’ top 10 contrarian stock picks, via Goldman Sachs.
B/D Advisors, Say Goodbye to Canned Content
Vestorly’s new browser technology creates a closed feedback loop, allowing the b/d to approve digital content in real time and providing advisors with data to automate marketing workflows.
Advisors With Heart Awards 2015: Lynn Phillips-Gaines
In the past, Lynn Phillips-Gaines had worked with organizations aimed at eradicating poverty, including the NAACP and Habitat for Humanity. But she became discouraged at the approach these groups were taking. After reading Bridges Out of Poverty, she found a better way.
Portfolio Management Top of Mind for Advisors in 2015
Portfolio management was advisors’ top concern in the first quarter of this year, according to a recent Fidelity survey, an indication that advisors are getting more discretionary with their client accounts.
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