Today, the independent landscape is dynamic, varied and oftentimes confusing. For every advisor considering independence, there is a right fit along a spectrum of supported autonomy.

Advisors that get smart on digital currencies should see a significant impact on their AUM in the coming years.

Detroit: Toward the end of dinner a CEO of Broker-Dealer XYZ looked at me and said, “I’m convinced that there is one trait missing from every financial advisor who doesn’t reach their potential in this wonderful business that...