Most Recent Blog Posts

Nov 23, 2015

Advisor Headcount Rises But Not for Long

Advisor headcount grew for the first time in nine years, Cerulli says. But the growth will only last for the next three years, before the numbers....More
Nov 17, 2015

$2.9 Billion Team Leaves Merrill For Raymond James

Raymond James said The Mahoney Group is one of the largest teams to every join....More
Nov 13, 2015

Orion, WeathSite Launch New Asset Management and Reporting Tool

By combining Orion's portfolio accounting with WealthSite's private asset management and reporting, Private Asset Platform gives a holistic view of....More
Nov 11, 2015

Lack of Succession Plan Hurts RIAs Long-Term

According to the aRIA, advisors aren't thinking enough about their firms being long term businesses....More
Nov 10, 2015

New FinTech Debuts at IMPACT 2015

As thousands of advisors gather in Boston for the annual Schwab IMPACT conference, several technology companies reveal new features....More
Nov 04, 2015

Advisors' Three Biggest Cybersecurity Weaknesses

A report from External IT identified three key areas where financial cybersecurity is still lacking....More
Nov 02, 2015

Connecting with Clients' Families Is About More Than Retention

For advisors, having conversations with clients around wealth planning and family engagement is more than a retention play; it can be a good growth....More
Oct 30, 2015

Fidelity Offers Envestnet Workstation To Retirement Planners

Fidelity Clearing and Custody announced a new partnership with Envestnet that lets retirement plan advisors use the Envestnet Retirement Solutions....More
Oct 28, 2015

Are Robo Advisors Following The Path Of Internet-Only Banks?

According to Silver Lane Insights, robo advisors are in danger of "jumping the shark" if they don't improve their value proposition....More
Oct 21, 2015

Motif Investors Get Exclusive Access To J.P. Morgan-Led IPOs1

Retail investors using Motif Investing will now have exclusive access to initial public offerings led by J.P. Morgan, thanks to a new partnership the....More
Oct 20, 2015

Asking Clients the Right Healthcare Questions

Many advisors don’t know where to start when it comes to discussing healthcare planning with their clients. It’s all just a matter of asking the....More
Oct 19, 2015

Preparing the Heirs for the Assets

An undervalued service of financial advisors? Preparing the client's heirs to receive their wealth. Start with creating a family tree....More
Oct 19, 2015

Understanding and Communicating Longevity Risk

Longevity risk is an essential planning concept that’s misunderstood by advisors and clients alike....More
Oct 15, 2015

iPhone App Lets Financial Rookies Make $5 Investments In ETFs

In addition to making investments, the Stash app provides ongoing advice, recommendations and support....More
Oct 13, 2015

InvestCloud Scores $45 Million During Fintech Investment Boom

InvestCloud founder John Wise said the capital will be used to expand the company's European presence....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 is senior editor for and REP. magazine, reporting on national brokerage firms and the independent advisor landscape, as well as regulatory...
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