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"The winds of change have finally come to the Fed after all these years. Rates are going up. In 2015. Bet on it," said Chris Rupkey, chief financial economist with Bank of Tokyo-Mitsubishi.

Incorporating such a plan provides alternate revenue streams for better client growth.

A top Wells Fargo executive said there's a "feeding frenzy" for some of the Swiss lender's top producers, at the same time the wirehouse is courting more than 200 of the elite recruits.

How recent regulatory changes mark a pivotal moment for client/advisor relationships

Sen. Patty Murray, D-Wash., introduced legislation that would enable unmarried, divorced and widowed women to collect bigger Social Security benefits; Plus, protecting your client's portfolio from the downside.

Chris Mahoney, a longtime veteran of the wirehouse, says he loved his time there. But bureaucratic changes forced his nearly $3 billion practice to find a new home.

Firms should focus on the distribution of compensation, not just setting a fee structure.

Technology adoption by managers is being driven by the need to become more operationally efficient, client demands for bigger returns and the peril of falling behind of regulator demands, says the head of one asset management firm.

Franklin Resources, which has more than $800 billion under management, hired Patrick O’Connor from BlackRock to head global ETFs.

The wirehouse pulled over four teams from Credit Suisse.