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Advise both pre-retiree and retiree clients on a strategy to minimize the tax bite.

Celent says "advisors and firms have no choice [but] to continue to adapt to client demands, which is increasingly a digital delivery."

Millennial job seekers want companies that offer employees the latest tech tools. But are IT departments prepared for these hyper-connected workers?

Activity at credit unions has been on the rise since the Bank Transfer Day movement in November 2011. It remains to be seen, however, if credit unions can succeed at keeping many of those relationships.

Interest rates are still at zero, and banks will still be OK — though they may have to do a little scrambling. That could mean a shift away from short-term, rate-sensitive assets, or yet another round of cost-cutting.

Proponents of advisory firms going public cited “powerful” advantages while detractors point to “hollow” promises.

So much investor cash has been parked in fixed-income mutual funds and ETFs there’s concern that no one will be there to buy when money managers need to sell.

Three wirehouse veterans joined the super regional's employee channel.

Apollo Global Management will help OppenheimerFunds push into structured credit, middle-market loans and direct real estate as the private-equity firm expands its strategies to retail investors.

The primary buyers of advisory firms are RIAs, banks and roll-up companies.