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With few new advisors coming into the industry but total U.S. assets growing rapidly, Morgan Stanley, Wells Fargo, Merrill and others are having to up their compensation game and distinguish themselves in other ways if they want to capture a larger share of the wealth pie.

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.