Women have long been under-represented among the brokerage ranks, says Elizabeth McCourt.  She offers her insights as we continue the dialogue from our Recruiters Roundtable.

Boston Private’s new CIO Shannon Saccocia has learned a thing or two about how to prepare for media interviews. She shares her secrets, and also weighs in on how artificial intelligence is transforming financial services and how advisors can stay relevant amid the shift to passive investing.

Author and Commonwealth Financial Chairman Joseph Deitch discusses how to gain a better understanding of yourself and your clients, and how to resolve differences.

Consultant and author Brian Doherty explains why Social Security is in relatively good shape. In fact, his worst-case scenario won’t come to fruition until long after you’re dead.

Wirehouses have made some mistakes in their recruiting strategies in recent years. Meanwhile some aspects of corporate strategy are being done right in certain pockets of the industry. Danny Sarch discusses the business and what he expects in the future as we continue the dialogue from our Recruiters Roundtable.

How can the industry find organic growth again? And where will the next generation of advisors come from? Bill Willis tackles both challenges, and discusses how they will affect compensation, as we elaborate on the issues discussed at our Recruiters Roundtable.

About 40% of clients will be Gen X-ers and millennials in five years — and the industry is facing a succession problem. Kate Healy, managing director of GenNext at TD Ameritrade Institutional, discusses how RIAs can prepare for the future.

Changes to how the group educates advisors is just one of the many transformations needed to keep pace with a rapidly evolving industry, says CEO Sean Walters.