For advisers, the question of data ownership looms large

Data ownership will be a major concern for financial services firms in 2016, experts say. The looming question, especially for independents, “will be: ‘how do I take my core assets and data and keep them with me wherever I go for the next six parts of my career?’ ” writes Megan Leonhardt. WealthManagement.com (U.S.) (12/9)