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The former MetLife advisors had affiliated with three different IBDs over four years amid the increasing consolidation in the space.

The advisors decided to join the firm following a meeting with Raymond James' leadership in St. Petersburg.

Soon after shuffling C-suite, the independent broker-dealer brings on nine advisors while it continues hunt for a new CFO.

John Hanning is director of cost segregation/accounting method changes at KBKG. His responsibilities include servicing capital intensive clients with value-added services relating to cost segregation, fixed asset reviews, repair and expense studies, and 263(a) compliance.

M&A data varies widely among providers.

Two RIAs turned out to be well-matched, and combined to form a $5 billion firm.

Dr. Carl Moroff is EVP and chief vision officer at National Vision Administrators.

As robo advice expands into other services, such as debt management, the stakes rise to become a hub for a client's entire paycheck and financial life.

Firms should update their online and mobile applications — bigger font sizes, perhaps — to ensure their offerings are accessible to older customers.

Mick Hagen is CEO of Mainframe.