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In a highly competitive landscape for tech developers, financial advisor firms often fall short compared to mega tech players and startups. But there are ways to attract top tech talent, advisors and consultants say.

If successful, previously banned brokers might be free to "fleece your grandma" again, an expert warned.

Advisors and industry experts say a historical perspective of the past and a long-ranging view of the future are key in this moment of change.

Changes in the makeup of wealth will push the industry to work with more female clients — even if it isn't ready to do so, financial advisors and executives said.