Most Recent Blog Posts

Apr 14, 2015

Investors Expect Double-Digit Returns In 2015

A Natixis Global Asset Management survey found that investors expect double-digit returns in 2015 and are willing to take on more risk to get there....More
Apr 13, 2015

How To Prepare For An Advisor's Unexpected Death2

After the untimely deaths of three advisors over a year and a half, president and founder of Integrated Financial Partners Paul Saganey knows more....More
Apr 08, 2015

New Partnership Brings Client Segmentation to Fidelity RIAs

Fidelity has partnered with FirstPoint, a firm that specializes in emerging affluent investors, to help RIAs segment and scale their businesses....More
Apr 08, 2015

Investors Still Clueless on Fees

Despite widespread calls for fee transparency, investors are still uninformed about the fees they pay their brokerage....More
Apr 07, 2015

Betterment, Schwab Duke It Out During NCAA Championship Game

Duke and Wisconsin basketball players weren’t the only ones battling it out during the NCAA Men's Division I Basketball Tournament last night....More
Apr 06, 2015

Rob Arnott Wins Wealth Management Madness 2015

In the final round of Wealth Management Madness, Rob Arnott defeated Janet Yellen to claim this year's championship....More
Mar 31, 2015

RIA 2014 Deal Flow Steady

Merger and acquisition activity among RIAs remained largely consistent throughout 2014, according to Schwab Advisor Services mid-year review....More
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

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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