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That's just one solution among several that will help prepare your firm for success now and in the future, columnist Bob Veres says.

Matthew May is the COO and founder of Atlanta, Ga.-based Acuity.

William Kring is a senior academic researcher at the Boston University Center for Finance, Law & Policy.

Jim Peterson is a lawyer whose practice concentrates on financial information and securities. His book, Count Down: The Past, Present and Uncertain Future of the Big Four Accounting Firms, was published in December 2015 by Emerald Books.

A deeper understanding of how to deploy robo technology is needed if a firm plans on offering a digital institutional solution, says Envestnet CEO Jud Bergman.

Exclusive: Advice Period, the newest RIA platform model, offers star power and IBD qualities. Is it enough?

Kate Fitzgerald is an Arizona-based senior editor for American Banker and longtime payments reporter. Fitzgerald began her journalism career at the San Diego Tribune, and has worked as a reporter and editor at several other publications, including Advertising Age and the Arizona Republic. She is a graduate of Lewis & Clark College and holds a master’s degree from Northwestern University’s Medill School of Journalism.

Financial Planning’s 6th annual RIA Leaders ranking revealed a startling trend.

Ken McCarthy is a reporter at Credit Union Journal, and a former reporter for American Banker and S&P Global Market Intelligence.