Advisers could face new charges for services such as practice management and technology.
Millennials, robo-advice and female clients top the IBD agenda.
Smart devices and programs are giving way to demand for simplicity.
A written succession plan is complex, with many decisions feeding into the final product.
Washington lobbyists for the financial services industry were debating last week whether to pitch in $3 million for an apres-election ad campaign to get the $240 billion tax bill passed before the end of the year.
