Banco Popular de Puerto Rico

Why is it so hard to talk to clients about fees? Cathy Curtis, a San Francisco Bay Area planner and the founder of Curtis Financial Planning, explains how full disclosure can help bring the right clients through your door.

The business is changing, says Jonathan Burkan, a wealth advisor with UBS. It's not just stocks and bonds anymore, and that means advisors must do a better job of helping clients think about estate, tax and retirement planning -- not just about the market.

Talking about dementia is one of the hardest conversations advisors will ever have with their clients, says David Gutzke, a wealth management advisor for U.S. Bank. Listen to some of his tips for helping clients and their families with this difficult issue.

Kevin Reed, head of wealth management for Janney Montgomery Scott, explains how the firm is shifting its focus to meet the needs of a "new breed of FA."

Firm president Tash Elwyn explains the upswing in advisor headcounts.

“Everybody should be concerned about cybersecurity,” says John Taft, CEO of RBC Wealth Management-U.S.

The industry has largely moved to a team model, but some advisors may finish out their careers as 'bachelors,' says John Taft, CEO of RBC's U.S. wealth management division.

Firms can't keep up with the demand for new recruits, which will keep the bigger payouts coming, On Wall Street's annual recruiter panel says.

Learn which firms are offering the most lucrative deals to top producers, according to On Wall Street's annual recruiters panel.

Competition may drive wealth management firms to make some unprecedented offers to advisors on the move, leading recruiters say.