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How the big firms compare with each other in their advisor headcounts, assets under management and other attributes.

Cash is making a resurgence in financial planning, offering both advisors and clients the opportunity to grow.

Justin Fitzpatrick is COO and co-founder of FullCircl, a leading customer lifecycle intelligence platform.

The exit of the shuttered regional bank's wealth arm to JPMorgan overshadowed a highly profitable year for the BNY Mellon unit that houses the giant custodian.