Charles Paikert

Undaunted by the failure of a rider to the federal budget bill, the new legislative initiatives will try to once again strangle the Labor Department fiduciary proposal.

Four scenarios are possible. Here’s the most likely.

Only 9% of younger advisors on ownership track have equity stakes in their firms, reveals the Fidelity Benchmarking Study.

The last review was seven years ago.

"I don't see a top in valuations," says Marty Bicknell, CEO of Mariner Wealth Advisors.

Exencial’s John Burns is looking to buy RIAs and his phone “has been ringing a lot."

Cybersecurity is a “huge, huge, huge issue” for advisory industry, says John Burns of Exencial Wealth Advisors.

Expect an "increasing adversarial relationship between industry and regulators" says MarketCounsel’s Andrew Wels.

The Big Apple has the most wealth, but eight other cities grew faster. Which ones?

RCS Non-Executive Chairman Mark Auerbach says the decision to shut down its wholesale distribution business is "extremely difficult but necessary."

The outlook is “scary” for wealth managers who will deal with the newest generation of clients, says David Wilson, head of Capgemini Financial Services strategic analysis.

There are “clash points” when speaking to clients of every generation. Avoid these to create a profitable and useful relationship.

Fidelity's new program includes a discount on a service that monitors elderly clients' financial transactions for suspicious activity.

"Buyers are placing high strategic value on technology innovation," says David Selig, CEO of Advice Dynamics Partners.

Reflecting RCS' ongoing woes, the company made the Roth announcement in the fourth paragraph of a press release announcing disappointing third quarter earnings results.

"We need to be more diverse, more sustainable and have an academic home that can support the growth of the profession," says CFP Board CEO Kevin Keller.

"Your best people are everyone else’s best prospects,” said John Burns, CEO, Exencial Wealth Advisors.

“Estimated stock returns will dwarf fixed income,” said Howard Ward, chief investment officer for GAMCO Investors.

“It’s the most important thing you can do for your business, the single greatest value driver,” said Rick Schwartz, managing director for business consulting at Schwab Advisory Services.

The insiders debate who is growing, how many wealthy prospects there really are and where the robos will be most successful at the Tiburon CEO Summit.