Economy

Brokers' top questions and concerns about the protocol's demise answered.

The No. 4 IBD has added 12 advisors with $2.1 billion in client assets since the acquisition.

Advisors must understand the unique challenges presented by these companies.

The No. 1 competitor for its robo and hybrid platforms is neither Vanguard nor any startup, says Tobin McDaniel, president of Schwab Wealth Investment Advisory.

The move occurred just days before UBS said it would exit the Broker Protocol.

A massive acquisition, the possible end of the Broker Protocol and other issues will shape the industry in 2018.

The regional firm pulled its latest hires from Wells Fargo and Merrill Lynch.

The IBD's longtime head stepped down as part of a plan to remake the firm.

Home price appreciation continues to increase at a much higher than normal pace, although the rate of growth has been slowing since the summer.

Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.

With two wirehouses out, questions arise as to whether Merrill Lynch will follow suit.

Morgan Stanley alone lost 11 teams managing about $7 billion after its abrupt exit from the protocol pact, according to recent hiring announcements.

The wirehouse advisors joined the firm's independent broker-dealer.

It is "not for the faint of heart; it's a very fickle market," one advisor says.

"Real diversity and inclusion is when we achieve gender parity and adequate representation of ethnic backgrounds," says Monica Giuseffi, principal of financial advisor inclusion and diversity at the firm.

Wholesalers have taken a new tack for a group leery of sales calls, regulation and litigation.

There's an opportunity for the industry to better protect sensitive client data, said Orion CEO Eric Clarke.

The firm has cast a wide recruitment net, luring practices large and small.

They have become increasingly attractive as real estate prices climb.

Most of the barriers protecting wealth management from tech competitors have been chipped away, executives say.