Contributors

David Armstrong

David Armstrong is the managing editor at WealthManagement.com. He most recently came from an agency focused on content creation strategies for investment advisory firms serving high-...

Mar 21, 2014

Advisors On the Move: Spring Thaw Inspires Change

Raymond James continues its recruiting blitz while Wells Fargo Advisors and Janney pick up several advisors. Retirement Benefits Group also brought onboard a new wealth advisor in California....More

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...

Jul 24, 2014

Robo Advisor Assets Up 37%

Robo advisor assets grew 37 percent in the last three months to a total of $15.7 billion, up from $11.5 billion at the end of March, a recent Corporate Insight report found....More

Megan Leonhardt

Megan Leonhardt is the associate editor at WealthManagement.com, and recently joined the team in November. A business journalist with a background in the legal industry, Megan has...

Mar 21, 2014

Advisors On the Move: Spring Thaw Inspires Change

Raymond James continues its recruiting blitz while Wells Fargo Advisors and Janney pick up several advisors. Retirement Benefits Group also brought onboard a new wealth advisor in California....More
Aug 01, 2013

Advisors on the Move: Quality Over Quantity

Dynasty expands its reach as two UBS advisors join its independent advisory practices. Meanwhile UBS, Wedbush and Waddell & Reed picked up a host of individual advisors....More
May 30, 2013

Regrets Haunt Global Millionaires

Just like the 99%, global millionaires regret not having reviewable financial plans sooner, according to a new survey by independent financial advisory firm deVere Group....More
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