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Face-to-screen technology will allow advisors to seek clients from around the globe — it also will increase competition.

California Credit Union and North Island Federal Credit Union consolidated their investment programs in anticipation of their merger in March.

The firm has signed four big recruiting deals in the past three months.

Sometimes it makes sense to pay more.

The independent firm affiliated with Raymond James has been on a recruiting tear this year.

Charles Manning is the founder and CEO of Kochava.

The senior's investments were overly concentrated with as much as 95% of her portfolio invested at times in oil and gas master limited partnerships.

Kim Curley is director of people and organizational change for NTT Data Services FSI Business Consulting.

Mike Anderson is chief technology officer and founder at Tealium, a data management firm.

Here are some traditional and under-the-radar ways to help clients earn more after taxes.