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Those unwilling to embrace technology will be left behind, wealth management leaders warn.

Some predict the new standards will push more planners to drop their CFPs.

Retirees are better off taking withdrawals from their retirement accounts in their 60s so they spread out their tax liability.

"Everything people thought was cool in 2014 is table stakes in 2017," said Kendra Thompson, head of Accenture’s global wealth management practice.

Mark Hollis is CEO and co-founder of MacPractice, which offers a Mac and iOS native EHR application with about 30,000 users. Previously, he was practice management consultant to more than 600 practices in the New York Metropolitan for 25 years.

The platform provider has inked partnerships with 45 RIAs since 2010 and 10 so far this year.

The sales-first crowd is trying (desperately) to make sense of the new regulation.

The rep impersonated an elderly customer in an attempt to move his retirement account from a rival institution, the regulator charged.

The latest hires join the regional firm from Wells Fargo and RBC.