Managing Editor, WealthManagement.com & WealthManagement magazine
Diana Britton is the Managing Editor for WealthManagement.com and WealthManagement magazine. With a focus on the financial industry, Diana covers topics including investment strategies, industry trends, and wealth management news. Her articles provide insights and analysis for financial professionals and individuals seeking to navigate the world of finance.
Preston is the artificial intelligence that powers the Intelligent Relations PR platform. Meet Preston
United States (National)
Not enough data
Diana Britton’s reporting focuses on financial services, wealth management, acquisitions, and retirement planning. Her coverage heavily features private sector announcements and press releases.
To effectively reach out to Diana, consider offering exclusive insights into the financial services industry or wealth management sector. If you have expertise in investment analysis or can provide valuable commentary on mergers and acquisitions within these sectors, it would likely pique her interest.
Given that Diana's articles are not geographically focused but rather cover a broad range of topics from the business & industry segment with an emphasis on sales & marketing themes as well as specific events such as company launches or appointments, she might be receptive to news about new products/services in the financial sector or significant executive appointments and changes.
This information evolves through artificial intelligence and human feedback. Improve this profile .
The move allows Founder Tom Noble to retire and hand over the reins to the next generation.
Allworth's acquisition of George McKelvey Company in Manasquan, N.J. represents its sixth deal this year, bringing the RIA to 43 offices nationwide.
The bad news is, AI will further commoditize the work advisors do. But it won’t take over the advisor’s role as a guide.
AlTi CEO Michael Tiedemann says his firm raised a “whopping $980,000” going public via SPAC, creating a permanent path for the business.
PEAK, which has 120 advisors and about $1.2 billion in assets under advisement, will operate as a separate subsidiary of Thurston Springer.
Private equity firm Warburg Pincus exits its investment in Kestra after five years, while Stone Point returns as majority owner.
The acquisition of Sweet Financial is Carson’s second-largest deal to date.
The RIA partnership has acquired a solo practice in Colorado Springs and hired a veteran advisor from Charles Schwab with a combined $825 million in assets.
By: Diana Britton
Following its purchase of $45 billion Hall Capital Partners, private equity-backed Pathstone will now have a national footprint with 23 offices and over 750 team members.
By: Diana Britton, Patrick Donachie
Private-equity backed RIAs and private equity firms accounted for most of the third quarter’s deal activity, according to Echelon Partners
(833) 317-6278 
