Andrew Osterland is a business writer, specializing in personal finance and taxes.
Control and certainty about asset transfers to family members, charities and others make a trust an attractive option for family businesses.
New fee-only advisors will find higher costs and more competition, but industry pioneers share tips on succeeding in this growing business.
Top wealth management firms don't see robo-advisors as immediate threats but say they could eventually have a major impact on the market.
Investors gravitate toward RIAs, who have shifted wealth management from sales to planning and from product commissions to fiduciary fees.