Most Recent Blog Posts

Mar 27, 2015

Wealth Management Madness 2015: Final Four Recap

After four weeks, it’s down to the final two contenders. Who will take it all? But first let’s recap last week’s showdown of the Final Four, where....More
Mar 26, 2015

Market Forces Driving Advisors Towards Riskier Portfolios

Due to low interest rates and stressed insurers, advisors are replacing variable annuities with dividend-paying equities as a retirement income....More
Mar 26, 2015

Legendary Coach Dean Smith Planned a Final Farewall for his Players

Almost two months after the iconic coach Dean Smith passed away, his former players received a final farewell this week....More
Mar 25, 2015

Wealthfront Eliminates $100k Minimum For Tax-Loss Harvesting

In the wake of Schwab's new robo-advisor, which doesn't charge advisory fees and offers tax-loss harvesting for accounts with at least $50,000,....More
Mar 20, 2015

Wealth Management Madness 2015: Elite Eight Recap

If this week’s round proved anything, it’s that this is anyone’s tournament to win....More
Mar 16, 2015

Lucia Capital Snags Ex-First Allied Exec

The former First Allied chief operations officer jumped onboard Derek Bruton’s Lucia Capital Group on Monday as president of the firm’s....More
Mar 13, 2015

Using Retirement Planning To Memorize Pi

Saturday is a once-in-a-century "Super Pi Day" so impress you friends and clients with this nifty retirement planning trick for memorizing the....More
Mar 13, 2015

Wealth Management Madness 2015: Sweet 16 Recap

Who lost in the second round of the 2015 Wealth Management Madness tournament, and who's moving on to the Elite Eight?....More
Mar 11, 2015

Krawcheck: Savings Crisis a Gender Crisis

It’s estimated that the U.S. retirement savings deficit is between $6.8 and $14 trillion. But that shortfall will impact women more than men, it's....More
Mar 09, 2015

Younger Clients Worth Revenue Tradeoff

There are good reasons to avoid younger clients with less than $250,000 in assets, but these investors can be good for long-term growth, according to....More
Mar 06, 2015

Robo Doubt: IMCA Members Skeptical On Rise Of Financial Technology1

In its annual survey, IMCA found that its members are divided on the impact that robo-advice technology is having on the industry, but many believe....More
Mar 06, 2015

Wealth Management Madness 2015: Round 1 Recap

A quick recap of the closest contests, biggest blowouts and most shocking upsets from the first round of the 2015 Wealth Management Madness bracket,....More
Mar 05, 2015

BlackRock Survey Finds Gender Gap In Retirement Savings

A new study by BlackRock revealed a significant gap between men and women in the amount of money saved for retirement....More
Mar 05, 2015

Study Finds Gen X Least Likely To Achieve Financial Security

While millennials and Boomers each have unique financial vulnerabilities, a generational study from Financial Finesse found that Gen X is in the most....More
Mar 05, 2015

Millionaires of Tomorrow Not That Different Than Today's

Looking to attract the millionaires of tomorrow? A recent study from Fidelity shows they’re not all that different from advisors' current wealthy....More

Diana Britton

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

Megan Leonhardt

Megan Leonhardt regularly pens articles around the wonderful world of the wirehouses, as well as pieces concentrated on regulatory updates, legal cases and compliance issues. A business journalist...
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