Portfolio

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

Build strong relationships with contacts, and give them an easy way to make referrals.

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

A Merrill Lynch advisor who once generated $4 million in revenue has moved to Morgan Stanley. The firm was not the only winner last month in the competition for top talent. See this move and more in our latest recruiting roundup.

The recruits collectively had $1.7 million in annual revenue before making the move.

Seniors who have no need for required minimum distributions from their retirement accounts may re-invest the funds so the money can start generating an income again; Plus, seven retirement money wasters to avoid.

Client experience and advisory firm efficiency can be improved through this type of technology.

Client experience and advisory firm efficiency can be improved through this type of technology.

Fidelity has a new digital plan to work with advisors and is also developing a direct-to-consumer robo platform.

Chief executives from BofA and PNC raised concerns about the conduct of data aggregators and particularly how well they protect customer data.