Most Recent Blog Posts

Sep 29, 2014

Thinking About Buying a Practice? Talk to More Than One Seller

It’s a seller’s market when it comes to the merger and acquisition activity around advisory practices, so for those looking to buy, better have more....More
Sep 26, 2014

Women More Exposed to Alternative Investments Than Men

Female high-net-worth investors have more of their portfolio in alternative investments, like hedge funds and commodities, than men. They are also....More
Sep 22, 2014

More People Buying Art as Investment

Could art finally be earning a seat at the investment table? A new survey indicates it could be....More
Sep 17, 2014

Hybrid RIA Lures Away $220M Advisor Duo From RBC

Washington Wealth Management lured away a $220 million team from RBC Wealth Management on Wednesday. The duo will affiliate with the San Diego-based....More
Sep 15, 2014

Millennials Don’t Want to Talk to You on Social Media, Study Says

Despite years of hype around social media, a new study finds that millennials don't want financial institutions contacting them on social media....More
Sep 15, 2014

Invest in Your Health to Secure Retirement Wealth

A new study by Merrill Lynch and Age Wave shows that over half of retirees had to retire earlier than planned because of health problems—one in three....More
Sep 10, 2014

Most Americans Not Interested in Financial Advice

A majority of Americans aren’t interested in getting financial advice—about 65 percent, according to a recent TIAA-CREF survey....More
Aug 21, 2014

Number of Women Advisors on the Rise, Especially at Banks

The number of women in financial services is growing, but banks are leading the way. Women now represent 11.5 percent of all financial advisors, but....More
Aug 21, 2014

RIAs Gaining Ground, But Wires More Productive

RIAs may be the fastest growing channel, but despite the recent billion-dollar breakaway teams going independent, wirehouse advisors are still more....More
Aug 12, 2014

Advisors Risk of Being Replaced by Robots

There’s a 58 percent chance that financial advisors will be “bot-sourced,” that their jobs will be replaced by a robot or computer....More
Aug 12, 2014

Ron Carson Says Stop Scoffing at Robos and Start Leveraging Tech

Advisors who don’t think the so-called “robo-advisors” will become a threat are in for a rude awakening, according to Ron Carson....More
Aug 08, 2014

Recent Grads Gain Stronger Link to CFP

Recent financial planning graduates of CFP-Board registered programs can now call themselves “CFP candidates,” strengthening their tie to the....More
Aug 05, 2014

AmEx Developer to Tackle Wells Fargo Digital Strategy

Wells Fargo Advisors brought on the force behind the user experience at AmercianExpress.com to head up the brokerage’s digital strategy....More
Aug 04, 2014

The Drivers of Growth

Sustainable growth advisory firms don’t rely solely on referrals; they are advanced in their marketing and business development efforts, according to....More
Aug 04, 2014

United Bank FAs Partner with Dynasty to Launch Mich.-Based RIA

Four former United Bank & Trust advisors partnered with Dynasty Financial to launch Arbor Trust Wealth Advisors on Monday....More
Contributors

Diana Britton

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...

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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