Diana Britton

Assistant Managing Editor, WealthManagement.com

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 Queens, N.Y.

Posts by Diana Britton

LearnVest, Betterment Announce New Funding

Online advice platforms Betterment and LearnVest raised $32 million and $28 million in new funding, respectively. The rise of the robo-advisor....More

Advisors Make More Than Their Parents

Financial advisors tend to be better off than their parents, making about 8 percent more than them in adulthood, according to a recent analysis by....More
in Rulebook Mar 26, 2014

Could One Cyber Threat Take Down Your Practice?

Target will live. But one data breach could bring down an investment advisor practice, speakers said during an SEC roundtable. Are small RIAs being....More
in Indie Advisor Mar 25, 2014

HighTower Chief: Robo-Advisors Will Weed Out the Posers

In a piece on LinkedIn on the state of financial services, HighTower CEO Elliot Weissbluth says the robo-advisor trend will disrupt the industry and....More
in Indie Advisor Feb 26, 2014

Are You Worth More Than 1%?

RIAs are loathe to increase their fees, believing it alienates clients. But a recent analysis by Russell Investments shows advisors are worth as high....More
in Indie Advisor Feb 04, 2014

RIA Advocate to Resign as Head of IAA

Long-time RIA advocate David Tittsworth will resign from his post as executive director of the Investment Adviser Association in early 2015....More
in Indie Advisor Jan 30, 2014

Investment Management Is Not a Differentiator

You can pretend that your asset management and portfolio construction is different from other advisors. But don't bet the firm on it....More
in Indie Advisor Jan 28, 2014

B/Ds Look to Advisory Business to Improve Margins

IBD executives at FSI's OneVoice conference say they have found a surefire way to boost their profit margins—by expanding their fee-based business....More
in Indie Advisor Jan 27, 2014

Convergent Founder Teams Up with Carson Wealth

Steve Lockshin, founder and chairman of top RIA firm Convergent Wealth Advisors, has joined the executive board of competitor Ron Carson’s firm,....More
in Yield of Dreams Jan 21, 2014

Bond Guru Mohamed El-Erian to Leave PIMCO

After six years as head of the firm, Mohamed El-Erian will step down from role as CEO and co-chief investment officer of bond giant PIMCO in March....More

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