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Pamela Black is a business writer who specializes in personal finance, health care, retirement and the financial services industry.
Advisors are starting to specialize in niche markets and look to less-wealthy clients as competition for high-net-worth customers increases.
Technology will have a major impact on advisor firms as they look to leverage solutions to provide better experiences for clients.
Robo-advisor firms are positioning themselves to cater to underserved investors who do not meet traditional wealth-management minimums.
Thanks to an ever-widening wealth gap in the U.S., financial advisors may turn to tech solutions to better serve less-affluent clients.
Older Americans are delaying their retirement plans. Not so fast, according to advisors in a CNBC Digital/FPA survey.