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Firms must invest in digital capabilities, says A.T. Kearney's Uday Singh, but they need to balance that evolution to allow for the human touch to remain in a central role.

"Asking more questions or a specific number of questions isn’t necessarily going to make the suitable and fiduciary responsibilities any better," says FutureAdvisor's co-founder Jon Xu.

The firm suffers declines due to below average market conditions, but sees growth in the rank and file.

The firm and industry leaders expect small brokerages to struggle with higher costs, creating recruitment opportunities.

Serota leads Pillsbury's Executive Compensation & Benefits practice and is located the New York and Washington, DC offices.

Lutrin is an associate in Pillsbury's Executive Compensation & Benefits practice and is located in the New York office.

Hutchings is a partner in Pillsbury's Global Sourcing group, represents clients in complex sourcing transactions.

Here are eight bank advisors that we've identified as having the right characteristics for ongoing success in the industry.

Scritchfield, CFP, LUTCF is President of Montgomery Financial Group, which was established to reflect his personal philosophies about the delivery of financial services to the public. The primary philosophy of Montgomery Financial Group is that the client must be represented to the marketplace -- rather than a product or one company represented to the client. He is a 30-year member of the Million Dollar Round Table with three Court of the Table and 13 Top of the Table honors.

Mark Elzweig is president of Mark Elzweig Co., a New York-based recruiting firm placing financial advisors at wirehouses, regional and independent broker-dealers.