Diana Britton is the Managing Editor of WealthManagement.com, covering asset management and independent broker/dealers from all angles. A native of Los Angeles, she now lives in Queens, N.Y.
Women and people of color are still grossly underrepresented in the advisory industry compared with the broader population, according to new Cerulli Associates data.
Wealth Enhancement Group's first deal of the year—to acquire Danbury, Conn.–based Reby Advisors—is a continuation of its strategy to build local scale in major metro areas.
The former Merrill Lynch team, led by advisor Lars Olson, wanted to stay in Marion, Ohio, to be part of the town’s revitalization, so they decided to go independent with Sanctuary Wealth.
This week in fund news: Cannabis ETFs become more attractive as legalization possibilities expand, a Democratic Party trifecta could be great for markets and some fundsters pull their political dollars in the wake of...
Thrivent Advisor Network is now a member of the protocol, which allows departing advisors to take certain customer information and solicit customers regardless of whether they had agreements that expressly prohibited...