Focus Financial partner firm has done seven deals since 2011.
Health savings accounts are an investment planning opportunity, given most of their $45 billion sits in cash.
Five fixed income experts prophesize about a year of increasing rates.
Advisers agree that not all apocalypses are created equal.
Cost transparency is key, along with full-service planning.
Advisers worry that, as the bull market gets long in the tooth, passive funds may falter.
Brokerage industry 'black eye' fuels the breakaway brokerage trend.