Advisors must think like their clients and to do so, they need to know what they are experiencing.

The firm's 11,000 advisors will become part of the newly branded entity — Osaic — over the next 18 to 24 months.

While advisors should be informed and prepared as to risks and compliance issues, the opportunity with reviews is clear.

A strong brand, backed by a thoughtful platform, is critical for firms of any size to compete and succeed in the independent wealth management space.

The commission's warnings are the first following the date firms were expected to be in compliance with the rules.

XYPN co-founder Michael Kitces and Nitrogen CEO Aaron Klein both said the industry too often puts practitioners into the role of marketing growth engines at the Wealth Management EDGE conference.

Conferences are back. Here’s how advisors can make the most of them.