Industry

Some advisors have already found ways to harness client information for their practice in a very targeted fashion.

Credit Suisse lost another advisor, this time to rival boutique J.P. Morgan Securities.

Morgan Stanley recruited two advisors who oversaw nearly $120 million in client assets.

The recruit and his brother form a team at the wirehouse to revive their retired father's advisor group.

Thomas Melcher, managing executive of PNC's ultrahigh-net-worth wealth management unit, will assume his new role on Jan. 1, succeeding James Dunigan, who retires next year.

This list will appeal to advisors looking for new ideas, practices and perspectives to consider for the new year.

The wirehouse added several new recruits to the firm's offices in Boston, Chicago and Cincinnati.

Despite predictions of a coming boom market by Cerulli Associates and others, the leaders of the biggest brokerage firms remain divided about whether to jump into the fray.

A private equity firm will help the robo RIA evaluate financing options.

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