Most Recent Blog Posts

Jul 30, 2014

Fixated on Volatility

Market volatility is top-of-mind for both investors and their financial advisors as everyone carefully watches the market ups and downs....More
Jul 28, 2014

HighTower Adds $400M Washington RIA

HighTower expanded its operations on the West Coast Monday with the addition of the team from Washington-based Triad Wealth Stewardship with $400....More
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....More
Jul 09, 2014

Families Avoiding the Tough Conversations

Parents don’t want their children counting on future inheritances, while children don’t want to upset their parents. The result? One in three parents....More
Jun 23, 2014

HNW Investors Find It Harder to Unplug

Ever think about leaving the smartphone, tablet and laptop at home while on vacation? Apparently, the richer a person is, the harder that is to do....More
Jun 20, 2014

RIAs Worry Over Aging Clients & Robo Advice

Independent advisors are facing a myriad of challenges to their business, including emerging competition from “robo advisors” and an aging client....More
Jun 18, 2014

Coming Home: Exec Returns to Merrill to Run Affluent Strategy

Bank of America Merrill Lynch lured former BlackRock executive Mike Bitterly out of retirement to head up the firm’s affluent segment and strategy....More
Jun 11, 2014

Are You on Facebook? What If You Met Sean Parker’s Mother-in-Law?

Tina Powell of Beacon Wealth Management recently ran into the mother-in-law of Sean Parker, Facebook’s co-founder. Good thing she’s on the social....More
Jun 10, 2014

Saving Comes Second for Many Millennials

With the bills piling up, almost half of millennials say they don’t have the funds to save for retirement right now. And over half believe they can’t....More
Jun 06, 2014

Old School Client Paperwork a Problem

Only three out of ten advisors believe their client onboarding is excellent. And with many firms still working with piles of paperwork that clients....More
Jun 05, 2014

Change Starts at Home: Tibergien Challenges Advisors to Leave Legacy

The crisis of confidence among investors and the lack of financial literacy in the U.S. today are linked. But instead of relying on large....More
Jun 05, 2014

Time to Nix the ‘Alternative’ Label?

Are liquid alternative products really all that revolutionary to investors today? When do these products become too mainstream for that label?....More
Jun 02, 2014

UBS Promotes Global Markets Deputy to Top CIO Spot

Former global head of investment Mark Haefele will take over for Alexander Friedman as global Chief Investment Officer of UBS Wealth Management and....More
May 22, 2014

Not Sold on Impact of Robo-Advisors

Call them what you will—robo-advisors, asset-allocators—online advice platforms may provide valuable services for smaller investors, but Raymond....More
May 20, 2014

Raymond James Builds New Facilities to Protect Against Cyber Threats

Raymond James isn’t kidding around about cyber security. The firm is spending $212 million a year on technology and part of that is earmarked....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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