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.
There’s no business like show business, except when it comes to investing. The number of U.S. mutual funds holding the stock of major film studios has significantly declined in the last nine months, according to d...
While most insurance firms have been selling off their broker/dealer subsidiaries, AIG has reportedly emerged as the most likely buyer of Woodbury Financial Services. But reactions to the potential deal were mixed.
In the wake of the implosion of many non-traded REITs, non-traded business development companies (BDCs) have emerged as a relatively new structure that is getting a lot of attention. But with high up-front fees and...
Few community banks and credit unions offer wealth management services to their customers. But many of these firms are struggling and looking for new sources of income. Broker/dealers are finally tapping these...
National Financial Partners announced its acquisition of Fusion Advisor Network Thursday morning. The question is, can NFP turn Fusion’s high-end, consultative approach into higher production for its reps?
Socially responsible and morally responsible mutual funds have continued to gather assets in the last couple years, but the performance of these funds is still up for debate.