Most Recent Blog Posts

Sep 02, 2015

Quovo Nabs $4.75 Million in Venture Capital

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
Aug 13, 2015

SunGard Bought By FIS For $5.1 Billion

The acquisition values SunGard at $9.1 billion, and the combined company will have more than 55,000 employees and $9.2 billion in annual revenue....More
Aug 12, 2015

How Asset Managers Are Incorporating Big Data

Sales teams at asset management firms are using data to improve how they target advisors....More
Aug 11, 2015

Sliced White Labels Alternative Investments Platform For RIAs

Sliced Investing, an online way to invest in alternatives, launched a white label version for RIAs....More
Aug 10, 2015

Ballers Episode 8 Recap: The Fallout

It might be time for Dwayne “The Rock” Johnson’s Spencer Strassmore to look for a new job, as fallout from the infamous yacht party hits home....More
Aug 03, 2015

Ballers Episode 7 Recap: Risky Business

After this week’s episode of HBO’s Ballers, don’t be surprised if several securities regulators make cameo appearances over the next couple of weeks....More
Jul 31, 2015

Techno Advisor: The Alternative to Robo1

SEI Advisor Network says firms should become a "techno-advisor" that uses technology to deepen client relationships rather than automate investments....More
Jul 28, 2015

LPL Assures Advisors Can Grow 41 Percent

LPL Financial is promising their advisors can grow up to 41 percent if they utilize the firm’s technology solutions, including its ClientWorks....More
Jul 28, 2015

Investors Trust Uber Drivers More Than Brokers

A new survey found that U.S. investors trust brokers less than Uber drivers and lawyers....More
Jul 27, 2015

Ballers Episode 6 Recap: It’s Never That Easy

On the latest installment of HBO’s Ballers, Dwayne “The Rock” Johnson’s Spencer Strassmore is called in to clean up several players’ messes—raising....More
Jul 20, 2015

Ballers Episode 5 Recap: The Shakedown

This week’s episode of HBO’s Ballers highlights the dark side of fame—the inevitable shakedowns. And as the show points out, the most dangerous ones....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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