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Diana Britton Managing Editor WealthManagement.com

Diana Britton, Moderator

Managing Editor, WealthManagement.com

Diana Britton is the Managing Editor of WealthManagement.com, covering covering independent broker/dealers and RIAs from all angles. She's also the host of The Healthy Advisor, a podcast focused on advisor health and wellbeing. A native of Los Angeles, she now lives in Rocklin, Calif.

Latest from Diana Britton, Moderator

CircleBlack President and CEO Lincoln Ross
Support Platforms
CircleBlack to Acquire AssetBookSources: CircleBlack to Acquire AssetBook
byDiana Britton, Moderator
Feb 19, 2025
2 Min Read
Melissa Karetny Cresset
Professional Development
Cresset Snags Chief People Officer From JPMorganCresset Snags Chief People Officer From JPMorgan
byDiana Britton, Moderator
Feb 19, 2025
2 Min Read

All from Diana Britton, Moderator

Joe Duran
M&A
Joe Duran’s Rise Growth Makes Second Investment in $5.7B Grimes & Company
Rise Growth Makes Second Investment in $5.7B Grimes & Company
Feb 19, 2025
|
3 Min Read
byDiana Britton, Moderator, Managing Editor
Creative Planning HQ
M&A
Creative Planning Picks Up $290M California RIA
Creative Planning Picks Up $290M California RIA
Feb 18, 2025
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
Department of Labor sign DOL fiduciary rule
Regulation & Compliance
DOL Puts Fiduciary Rule on Hold
DOL Puts Fiduciary Rule on Hold
Feb 14, 2025
|
2 Min Read
byDiana Britton, Moderator, Managing Editor
Marwa Zakharia AssetBook
Support Platforms
AssetBook CEO Marwa Zakharia Steps Down
AssetBook CEO Marwa Zakharia Steps Down
Feb 14, 2025
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
David Canter
Investing Strategies
David Canter Joins Green Investment Company
David Canter Joins Green Investment Company
Feb 14, 2025
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
empty office chairs
Industry News & Trends
McKinsey Estimates Advisor Shortage of 100,000 by 2034
McKinsey Estimates Advisor Shortage of 100,000 by 2034
Feb 11, 2025
|
3 Min Read
byDiana Britton, Moderator, Managing Editor
Dave Breslin General Catalyst GC Wealth
RIA
Q&A: Dave Breslin Ushers General Catalyst Into the Wealth Business
Dave Breslin Ushers General Catalyst Into the Wealth Business
Feb 10, 2025
|
14 Min Read
byDiana Britton, Moderator, Managing Editor
Osaic signage
RIA
Osaic Adds $360M Firm to W-2 Affiliation Channel
Osaic Adds $360M Firm to W-2 Affiliation Channel
Feb 7, 2025
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
Linda Bready
RIA
FinTech Exec Launches M&A Consulting Business
FinTech Exec Launches M&A Consulting Business
Feb 7, 2025
|
3 Min Read
byDiana Britton, Moderator, Managing Editor
Breanna Rae Blaney
Professional Development
DFA Alum Launches Advisor Training Program and Designation
DFA Alum Launches Advisor Training Program, Designation
Feb 7, 2025
|
3 Min Read
byDiana Britton, Moderator, Managing Editor
Alisa Maute Mercer Advisors
Career Moves
Mercer Hires Client Development Director From LPL
Mercer Hires Client Development Director From LPL
Feb 5, 2025
|
3 Min Read
byDiana Britton, Moderator, Managing Editor
The Healthy Advisor Podcast Aaron Klein Nitrogen Diana Britton
Professional Development
The Healthy Advisor: Beyond the C-Suite With Aaron Klein
The Healthy Advisor: Aaron Klein
Feb 5, 2025
byDiana Britton, Moderator, Managing Editor
Jarrod Biebel TrekNorth Investment Management James Horn Matterhorn Private Wealth
RIA
RFG Attracts Advisors From Raymond James, Edelman
RFG Attracts Advisors From Raymond James, Edelman
Feb 4, 2025
|
2 Min Read
byDiana Britton, Moderator, Managing Editor
Support Platforms
AssetMark Taps New CTO from BlackRock’s Aladdin
AssetMark Taps New CTO from BlackRock’s Aladdin
Feb 4, 2025
|
2 Min Read
byDiana Britton, Moderator, Managing Editor
Regulation & Compliance
FINRA Fines Apex Clearing $3.2M for Securities Lending Violations
FINRA Fines Apex Clearing $3.2M for Securities Lending Violations
Feb 4, 2025
|
3 Min Read
byDiana Britton, Moderator, Managing Editor
Commonwealth Financial building
IBD
Commonwealth Snags $320M Advisor from Cambridge
Commonwealth Snags $320M Advisor from Cambridge
Feb 3, 2025
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
Aspire Wealth Management founder and CEO Mark Khozozian and Fernwood Investment Management founder and Managing Member Thomas Reilly
RIA
CW Advisors Announces Double Deal in Its Own Backyard
CW Advisors Announces Double Deal in Its Own Backyard
Feb 3, 2025
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
Summit Financial office
RIA
Summit Stakes $700M Missouri Firm
Summit Stakes $700M Missouri Firm
Jan 31, 2025
|
2 Min Read
byDiana Britton, Moderator, Managing Editor
LPL Financial signage Q4 earnings
IBD
Acquisitions Fuel LPL Q4 Recruiting Results
Acquisitions Fuel LPL Q4 Recruiting Results
Jan 31, 2025
|
2 Min Read
byDiana Britton, Moderator, Managing Editor
Altadena fire
Industry News & Trends
With LA Fires, Pro Bono Advisors Brace for Long-Term Work
With LA Fires, Pro Bono Advisors Brace for Long-Term Work
Jan 31, 2025
|
5 Min Read
byDiana Britton, Moderator, Managing Editor
Pitcairn President and CEO Andrew Busser
RIA
Pitcairn Announces First Acquisition in 102-Year History
Pitcairn Announces First Acquisition in 102-Year History
Jan 30, 2025
|
2 Min Read
byDiana Britton, Moderator, Managing Editor
Hub International office
RIA
Hub International Acquires $2B Commonwealth Practice
Hub International Acquires $2B Commonwealth Practice
Jan 28, 2025
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
Sequoia Financial
RIA
Sequoia Pens Deal to Acquire $3.8B Minneapolis-St. Paul RIA
Sequoia Pens Deal to Acquire $3.8B Minneapolis-St. Paul RIA
Jan 28, 2025
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
Jerod Wurm (left) and Casey Frye
RIA
Carson Acquires $365M Sacramento Firm
Carson Acquires $365M Sacramento Firm
Jan 28, 2025
|
2 Min Read
byDiana Britton, Moderator, Managing Editor
Hightower office
RIA
Judge Voids Hightower Non-Compete Against Former Advisor
Judge Voids Hightower Non-Compete Against Former Advisor
Jan 28, 2025
|
2 Min Read
byDiana Britton, Moderator, Managing Editor
Cedrus Financial Managing Partner Mark Neely
RIA
Arax Nabs $1B Colorado RIA
Arax Nabs $1B Colorado RIA
Jan 27, 2025
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
Janney Montgomery Scott CEO Tony Miller
Career Moves
Janney Montgomery Scott Names New CEO
Janney Montgomery Scott Names New CEO
Jan 24, 2025
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
Merriman CEO Jeremy Burger
RIA
Focus Hub Merges In $4B Seattle RIA
Focus Hub Merges In $4B Seattle RIA
Jan 24, 2025
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
Compound Planning co-founders Christian Haigh (left) and Alex Farman-Farmaian
RIA
Compound Planning Reels in Four Advisors, Bringing AUM to Over $2.5B
Compound Planning Adds Four Advisors, Bringing AUM to Over $2.5B
Jan 23, 2025
|
3 Min Read
byDiana Britton, Moderator, Managing Editor
joining building puzzle pieces
RIA
The Top 10 Wealth Management M&A Deals in 2024
The Top 10 Wealth Management M&A Deals in 2024
Jan 23, 2025
|
11 Slides
byDiana Britton, Moderator, Managing Editor
PWL Capital
RIA
OneDigital Buys C$5.5B Montreal Wealth Manager
OneDigital Buys C$5.5B Montreal Wealth Manager
Jan 23, 2025
|
1 Min Read
byDiana Britton, Moderator, Managing Editor
handshake business team RIA merger
M&A
Cambridge's BridgePort Closed 2024 with Double Deal Totaling $400M
Cambridge's BridgePort Closed 2024 with Double Deal Totaling $400M
Jan 22, 2025
|
2 Min Read
byDiana Britton, Moderator, Managing Editor
merger puzzle
Support Platforms
Merchant-Backed Fin.Link Hires New President
Merchant-Backed Fin.Link Hires New President
Jan 21, 2025
|
2 Min Read
byDiana Britton, Moderator, Managing Editor

Latest news

SEC building
Regulation & Compliance
Former SEC Crypto Policy Advisor Worries Commission’s Approach Will Harm Investors
Former SEC Crypto Advisor Worries Commission’s Approach Will Harm Investors

Feb 21, 2025

Daymond John speaking at the Advyzon conference
Diversity & Inclusion
Representation, Tech and the Future of Financial Services: My Advyzon Experience
Representation, Tech and the Future of Financial Services: My Advyzon Experience

Feb 21, 2025

Department of Justice seal
Regulation & Compliance
Advisor Charged with Trying to Fabricate Evidence, Threaten Witnesses
Advisor Charged with Trying to Fabricate Evidence, Threaten Witnesses

Feb 21, 2025

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