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To harness the full potential of new digital tools advisors have to train themselves in technology and avoid viewing it as just a bolt-on to their practice, says practice management expert Ray Sclafani.

Although millennials are less trusting of financial advisors than older investors, there are still ways for wealth management firms to court younger clients.

The benefits gained from technology should make the expense worth it.

The 10 largest retirement assets owned by white male CEOs amounted to $1.4 billion while those owned by female CEOs totaled only $277 million; Plus, the best places to retire abroad.

The firm's Americas wealth management unit is smaller, but better positioned to compete for wealthy clients after six years under President Bob McCann, industry insiders say.

Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.

A team with almost $1 million in production left the wirehouse to join the independent side of Raymond James.

The Short Hills, N.J., bank chose Invest Financial for its home office resources, scale and technology.

First Round Capital has raised a half-billion in funds and invested in almost 500 companies, including Uber and Warby Parker. Co-founder Howard Morgan explains why it hasn't made any investments in robo advisors.

“Owners of advisory firms don’t realize there’s a new school approach to succession planning,” – David Grau Jr., president and CEO of Succession Resource Group.