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Most Recent Blog Posts

Oct 08, 2015

Hearsay Social Announces New Predictive Email Product

Hearsay Social wants to help advisor's email marketing campaigns get a little more personal....More
Oct 07, 2015

Vestorly Launches Intelligence Center Dashboard

Vestorly released a new dashboard to improve the administrative controls of its digital content marketing app....More
Oct 01, 2015

LPL Adds $135 Million AUM RIA To Hybrid Platform

Palmetto Investment Consultants will join Independent Advisor Alliance, LPL's hybrid RIA that services the Carolinas....More
Sep 28, 2015

Sallie Krawcheck Rolling Out Robo for Women

Sallie Krawcheck is launching a new online investment platform aimed at addressing the gender investing gap among women....More
Sep 27, 2015

FPA Selects 2016 Leaders During National Conference

The Financial Planning Association’s board of directors elected Houston-based advisor Shannon Pike to serve as the organization’s next president-elect....More
Sep 23, 2015

Compliance Tools Keeping Pace with Advisors Online

As financial advisors increase their use of email, social media, texting and other forms of digital communication, the market for products to record....More
Sep 22, 2015

NextCapital Updates Digital 401(k) Advice Platform

The new platform aggregates a plan participant's other accounts to provide more customized retirement advice....More
Sep 14, 2015

Report Finds Merrill Lynch Charges Investors Highest Fees9

A Personal Capital report found that an average $500,000 account at Merrill Lynch will cost nearly $1 million in fees over a lifetime of investing....More
Sep 08, 2015

SS&C Separates Advent Asset Management, Advisor Business Units

SS&C announced a corporate realignment that splits Advent into a wealth management team and an asset management team....More
Sep 03, 2015

Advicent Partners With Quovo

Advicent plans to use Quovo's data aggregation technology to expand financial planning capabilities....More
Sep 02, 2015

Quovo Nabs $4.75 Million in Venture Capital1

The financial data aggregation and analytics company said the backing is a testament to the wealth management industry's demand for big data....More
Aug 25, 2015

Technology Driving Demand For Human Advice

Cerulli research shows technology may be driving consumer interest in financial services rather than threatening it....More
Aug 24, 2015

Ballers Recap Episode 10: Bringing it Home

In the final recap, real-life advisors say HBO's Ballers gained more realism as the season progressed and accurately portrayed the difficult....More
Aug 19, 2015

Hearsay Social's New Model To Measure Social Business Maturity

At a social media for financial services conference in San Francisco, Hearsay Social announced a new model designed to help firms grow their business....More
Aug 17, 2015

Ballers Episode 9 Recap: Living with Mistakes

The latest installment of Ballers tests not only the players, but their support system. And as the old saying goes, if you can’t handle the....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, she now lives in...

Megan Leonhardt

Megan Leonhardt is senior editor for WealthManagement.com and REP. magazine, reporting on national brokerage firms and the independent advisor landscape, as well as regulatory...
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