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Many clients would prefer to stay in their homes as they age -- for both emotional and financial reasons. In-home care costs much less than facilities-based care, and those costs are rising at a slower pace.

The industry takes on the challenge of mentoring young recruits by focusing on the senior wealth managers who guide them.

Focus on being the leader people want to follow and on having the right people in the right job, doing the right work.

Michelle Mikos, the ETF business development director at Invesco Powershares, helped co-found Women in ETFs, a group dedicated to supporting women in the asset management industry.

Women must remain curious, have courage and bring confidence to the workplace in order to find and ensure success, says Maureen Leary-Jago, senior global advisor at MFS Investment Management.

As president of Chicago-based Ariel Investments, Mellody Hobson has dedicated herself to acting as an advocate of financial literacy and investor education.

Summit Financial, based in Westlake Village, Calif., is a primarily fee-based RIA offering clients investment management, insurance and retirement planning, says Triad, which offers advisory firms both a broker-dealer and a fee-based RIA multi-custodial platform.

New rules would bog down independent advisors in 'busywork' without producing enforcement gains, Brian Hamburger argues.

Savant's latest deal exemplifies a growing M&A trend: Larger RIAs buying smaller advisory firms, often in the same geographic region.

Agents tout that these products offer 8% guaranteed returns, but this 8% is not a yield but an income rider; Plus, how the Supreme Court just improved your clients' retirement.

While the wirehouse picked up a team producing $4 million, it also lost advisors who oversaw a combined $165 million in AUM to Steward Partners, an independent firm affiliated with Raymond James Financial Services.

A group with $4 million in production moved between the wirehouses, saying it wanted access to the banking and lending capabilities at Bank of America.

Experts cite challenges in building and prosecuting cases involving elder financial abuse, suggesting advisors need policies and procedures to spot and report issues as they arise.

The acquisition will give Infinex increased scale as third-party broker-dealers struggle to offset rising regulatory and tech costs.

The wealth division has $700 million in assets under management, according to its latest Form ADV, and only 20 employees performing 'investment advisory functions.'

The former Southwest Securities team had overseen $225 million in assets at the time of their departure.

Carla Harris's message to women hoping to rise up in their fields: be true to who you are. Another: "If you consider yourself a leader in the 21st century you must be comfortable taking risk."

Mary Erodes has helped J.P. Morgan - with $230 billion in fund assets, excluding money market funds - to stand out in its ability to bring in assets, particularly to equity funds at times when other firms saw outflows.

Helping other professional women learn how to network and connect is a personal mission of Marie E. Dzanis, the senior vice president, head of funds and intermediary distribution at Northern Trust Asset Management.

With a strategy to directly target institutional investors, Trizic, a digital wealth management technology startup, has attracted $3 million in seed funding.