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Serious About Making Acquisitions? Build a Dedicated Team and a Replicable Process

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Mindy Diamond on Independence: Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill

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RIA Edge Podcast: Ryan Parker on Organic Growth and Acquisitions in a Competitive Landscape

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A Taxpayer Victory for Americans Living Abroad

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Diana Britton

Managing Editor, WealthManagement.com

Diana Britton is the Managing Editor of WealthManagement.com, covering asset management and independent broker/dealers 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 on Long Island.

Diana’s Recent activity

Abacus to Seed Its Wealth Division Via RIA Acquisitions

Nov 30, 2023

Abacus Life is betting big on its longevity- and lifespan-based approach to financial planning.

Cetera Closes on Avantax Acquisition

Nov 27, 2023

The deal takes Avantax private, and the tax-focused firm will operate as a separate division within Cetera.

Wolfsen’s Roadmap for Orion

Nov 22, 2023

Integrations, analytics and measured innovation are the guidelines the former AssetMark CEO will follow in stitching together the firm’s bundle of businesses into a unified wealthstack.

Goldman Sachs Lures $650M Former Morgan Stanley Team to Custody Platform

Nov 20, 2023

The newly created RIA, Stablepoint Partners, said Goldman’s research, investments and white glove service stood out.

Kingswood SPAC Gets Another Extension to Complete Wentworth Merger

Nov 18, 2023

Kingswood now has until Feb. 24 of next year to complete its merger with broker/dealer aggregator Wentworth.

Osaic Consolidation Drives Record Recruiting

Nov 17, 2023

Executives say Osaic's new name and consolidation drove a 240% increase in its recruited assets in the third quarter over a year ago.

LPL Financial Launches W2 Model for HNW Advisors

Nov 15, 2023

LPL Private Wealth Management aims to provide the resources and structure that a wirehouse advisor would typically have, at a higher payout.

The Healthy Advisor: Overcoming Limited Opportunities and a Learning Disorder with Heather Kelly

Nov 15, 2023

Growing up with a single mom, a disabled sister and a personal struggle with dyslexia, Heather Kelly should have been a statistic. Instead, she has become one of the most successful and inspiring women in financial...

Prospera to Buy Advisor Practices

Nov 15, 2023

Prospera Financial Services has formalized its suite of succession planning resources to help older advisors monetize their businesses and younger advisors acquire practices or become successors.

Avantax CEO Chris Walters Will Step Down After Merger With Cetera

Nov 13, 2023

The news comes as Avantax faces three lawsuits and "multiple" demand letters from stockholders asking the company for additional financial disclosures.

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