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Keeping up with the pace of change in the wealth management industry involves blending holistic advice and a digitally enhanced practice.

Mitchell H. Caplan is CEO of Jefferson National, now operating as Nationwide’s advisory solutions business.

The recruit says the firm's fiduciary business model was a draw.

Concerns about the new fiduciary rule helped propel the move, along with a drop in LPL service, an adviser says.

Excess cash and over concentration in specific assets can lead to trouble.

Emily Dobbins is VP of communications for Hodges-Mace, LLC where she is tasked with executing communication strategies and campaigns that meet the objectives and goals of all Hodges-Mace clients. She oversees and executes the branding and communications standards for all internal Hodges-Mace communications. She can be reached at emilydobbins@hodgesmace.com.

Which funds that are approaching their target year have had the best five-year returns?

Advisers looking to make a big business breakthrough might be good candidates to sign up for a coaching program.

The wirehouse will consider the move if “conditions remain as they are or grow worse,” CEO Sergio Ermotti says.

There's a chance clients won't be able to tell the difference if brokerages adopt uniform standards on investment products.