Most Recent Blog Posts

Apr 24, 2015

Financial Services Ramping Up Spending On Cybersecurity

Financial services and banks will spend $9.5 billion in 2015 to defend against hackers, second only to the government....More
Apr 24, 2015

Three Financial Service Apps Available For Apple Watch

Fidelity, Pershing and Openfolio are early adopters of the Apple Watch, creating apps that are available on the same day as the lastest piece of....More
Apr 22, 2015

Advisors Ahead Founder Craig Pfeiffer To Be New MMI President

Craig Pfeiffer will succeed Christopher Davis as president and CEO of MMI in May....More
Apr 22, 2015

When to Walk Away From a Deal

Even the best advisory practices can have issues, so it’s important for advisors to know when to step away from a deal to buy a practice....More
Apr 22, 2015

Raymond James eSignature Fails to Catch On

After rolling out the electronic signature capabilities in December, the leaders of Raymond James’ technology operations say advisors at the firm....More
Apr 22, 2015

Orion Partners Up With Robo Jemstep

Orion Advisor Services has joined with Jemstep to give advisors a way to bring clients the automated robo-advisor experience while still maintaining....More
Apr 21, 2015

Three Charts that Explain Raymond James’ Growth

Raymond James has grown steadily in recent years. Here are three charts that lay out the firm's advisors, assets and revenue over the past five years....More
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

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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