Most Recent Blog Posts

Apr 29, 2013

IPA Rolls Out New Valuation System for REITs

In a move to increase transparency, trade group IPA introduces the first industry-wide valuation guideline for non-listed REITs....More
Apr 24, 2013

Better Safe Than Sorry

If you’re telling clients they should have plans to pass wealth to heirs, you better be thinking about your own. Advisors routinely put....More
Apr 23, 2013

Don't Get Stuck in the MIddle

As Jan Brady repeatedly discovered, being in the middle is tough. Raymond James’ CEO Paul Reilly says the same is true with the size of....More
Apr 23, 2013

Breaking Up: Losing Clients To Boost Profitability

Some clients just aren't profitable. As much as advisors want to help everyone, they need to maintain practice profitability. A Michigan firm....More
Apr 22, 2013

RJFS To Focus On Technology, Regulatory Issues & Succession Planning

What’s next for Raymond James? President Scott Curtis told attendees of the firm’s national professional development conference on....More
Apr 22, 2013

A Low Tech Approach

A Massachusetts-based Raymond James advisor finds a low-cost, low-tech solution to deliver quick, easy to understand client reports....More
Apr 17, 2013

BofA’s Wealth Management Margins Jump to 26%

Bank of America's wealth management segment reported a record pre-tax margin of 26 percent for the first quarter of 2013, although advisor count....More
Apr 12, 2013

Envestnet Grows Again Through $30M Deal

Envestnet agreed to pay over $30 million to acquire Prudential's wealth management solutions division in a move that is set to make the Chicago-....More
Apr 11, 2013

Cambridge Loses Longtime Exec Jim Guy

Jim Guy, Cambridge Investment Research's first executive vice president and head of marketing passed away last week....More
Mar 29, 2013

Sallie Krawcheck on the Real Reasons to Hire a Financial Advisor

If active money managers can’t beat the market, how can a financial advisor be expected to? They can’t, or that’s the idea behind a recent LinkedIn....More
Mar 26, 2013

Cetera Wealth Management Leader Taking Time For Family

Cetera Financial Group’s executive in charge of wealth management, Barnaby Grist, is stepping down, saying that he needs to put family obligations....More
Mar 21, 2013

There’s an App for That, But Maybe That’s Not a Good Thing

These days, there are technology applications for automating nearly everything an advisor does, but when does technology just go too far?....More
Mar 21, 2013

Nervous Investors Looking Elsewhere for Advice

More than half of investors who deviate from their financial plans do so because of "advice" from friends, family and television talking heads,....More
Mar 15, 2013

Don't Blame it on the Children

It’s an all too common refrain—Gen Y isn’t saving, not for retirement, not for homes, not for anything. And, of course, the sooner they begin to save....More
Mar 14, 2013

UBS Upped Advisor Compensation in 2012

UBS financial advisors have bounced back under the leadership of former Merrill Lynch executive Robert McCann. The firm’s wealth management....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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