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Following these steps will help advisers prepare their firms for the future without them.

Sean Stein Smith is a professor at the City University of New York – Lehman College. He also is the chairperson of the NJCPA's Emerging Technologies Interest Group (#NJCPATech). He serves on the Advisory Board of the Wall Street Blockchain Alliance, where he co-chairs the Accounting Work Group. Sean is on the Advisory Board of Gilded, a TechStars ’19 company. He is also a Visiting Research Fellow at the American Institute of Economic Research.

Advisers should leverage these relationships to reel in clients.

The board also canceled about $47 million of ex-community bank head Carrie Tolstedt’s stock options.

Advisers should leverage these relationships to reel in clients.

The wirehouse aims to grow its adviser ranks in a potential bid to surpass its larger rival Morgan Stanley, according to Andy Sieg, head of Merrill Lynch.

The executive, who oversees the investment bank and retail brokerage units, was paid $15.3 million in 2015.

Top eMoney executives said investments it has made to comply with the Labor Department’s fiduciary regulation will likely stick regardless of its fate.

Bob Violino is a freelance technology and business writer who covers a variety of topics, including big data and analytics, cloud computing, information security and mobile technology.