Whither Gen X?

Pay attention to the financial and personal aspects of the deal.

Consumer websites and mobile apps have become so effective at delivering a customized service experience that they have set a new bar for expectations.

Referrals, client appreciation events and seminars still dominate advisor marketing tactics. And while most firms do not offer automated investment services, they do not see the "robos" as a threat to their business.

What do your clients really say about you behind your back? Glenna Crooks, founder of startup SageLife in Philadelphia and a longtime executive, told us about her experiences.

Here’s the model followed by advisors benefiting the most from referrals.

First Trust leads in thought leadership, John Harrison named president of Arkadios Capital, and ex-pats rank Singapore as the best country to live and work.

“You can’t put one hat on when you’re talking about 50 percent of your assets and another hat on when you’re talking about another 50 percent. It makes no sense,” said SEC Chairman Jay Clayton.

Follow these seven basic respect habits.