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Diana Britton

Rocklin

Managing Editor at Wealth Management

Managing Editor, https://t.co/v0JKpu40MR Host of Transparency with Diana B., a podcast about advisors' personal struggles and healing

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Articles

  • Political Uncertainty Causing RIA Acquirers to Use Caution

    1 day ago | wealthmanagement.com | Diana Britton

    Market turmoil and political uncertainty could limit the pace of mega deals this year, according to a new Echelon M&A report. The average assets per deal in the wealth management space is expected to land around $1.6 billion in 2025, according to estimates by Echelon Partners. And while that surpasses the 2024 average of $1.4 billion, it falls short of historical levels in 2020-2023.

  • Carson Acquires $150M Carson Wealth Orlando Location

    1 day ago | wealthmanagement.com | Diana Britton

    The office, led by Scott Cadwell, plans to use Carson’s M&A resources to expand in the Southeast. Carson Group, the $41 billion registered investment advisor, has acquired another location out of its Carson Wealth partner network—this time in Orlando, Fla. Scott Cadwell leads the office, which has $150 million in client assets. Cadwell, who founded the practice in 1989 as Cadwell Wealth, joined in 2018 as a Carson partner firm.

  • Getting Past the Seven-Year Fog with Dr. Preston Cherry

    1 week ago | wealthmanagement.com | Diana Britton

    What happens when professional achievement outpaces personal well-being? Dr. Preston Cherry, founder of Concurrent Financial Planning, seemed to have it all—a thriving career and a secure six-figure salary in his late 20s. But beneath the surface, he was stuck in a seven-year fog, struggling to align his personal life with his financial success.

  • Large IBDs Sweeten Their Recruiting Deals for Commonwealth FAs

    2 weeks ago | wealthmanagement.com | Diana Britton

    Firms including Osaic, Cetera, Raymond James and Kestra are boosting their typical deals to capture Commonwealth advisors in the wake of the acquisition by LPL, sources said. It’s been over a week since LPL Financial announced plans to acquire Commonwealth Financial Network, which includes a group of fiercely independent, high-quality advisors. The deal has many advisors weighing their options from LPL, including any retention offers.

  • Pete Dorsey Launches Client-Led Digital Financial Planning App

    2 weeks ago | wealthmanagement.com | Diana Britton

    Dorsey has been quietly building Wing, an application to help advisors serve next-gen clients at scale and eventually capture money in motion. Pete Dorsey, a former LPL Financial, Altruist and TD Ameritrade executive, has teamed up with two partners to launch Wing Financial, a registered investment advisor and digital financial planning application.

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Diana Britton
Diana Britton @Diana_Britton
11 Dec 24

The amazing @tinacpowell goes from chemo treatments to leading a rockstar panel on niche advice #msum24 https://t.co/QyWdkp2dwF

Diana Britton
Diana Britton @Diana_Britton
11 Dec 24

John O’Connell @theoasisgrp “Think of AI as an Ivy League intern. You have to learn how to work with it.” #MSUM24

Diana Britton
Diana Britton @Diana_Britton
11 Dec 24

.@DevonDFD: “the next gen of CRM will be multi-modal, doing videos, taking notes. And that will live in a place where it’s fully sanctioned.” #MSUM24 https://t.co/wvGAolMNFG