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Cybersecurity is a “huge, huge, huge issue” for advisory industry, says John Burns of Exencial Wealth Advisors.

Ambition and training helped one veteran advisor learn to adopt financial planning tools, account aggregation software, video conferencing apps and tablets in his effort to create "a new client experience."

How should young advisors attract clients and build their business? Here are some tips from advisors of all ages.

A panel of financial advisors swapped success stories on making the most of their digital rolodexes.