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To reach those 55 and over, stress financial plans and personalized service.

Changes in consumer behavior means demand and acceptance of financial advice has changed dramatically, says Deloitte consultant Gauthier Vincent.

In the near future, an adviser's role will partly be providing help desk support to clients, says Uday Singh, a partner with A.T. Kearney, at SourceMedia's In|Vest conference.

Morningstar’s head of behavioral science, Stephen Wendel, discusses the frontiers that tech is opening for advisers at SourceMedia's In|Vest conference.

The latest intelligence on which wirehouses and regional broker-dealers are offering the biggest recruiting packages to advisers.

Competition is driving up what wealth management firms are willing to pay advisers looking to move, leading recruiters say.

Here's what top young producers should be looking for when switching firms, according to On Wall Street's annual recruiters panel.