There are decisions to be made ahead of final guidance to be released by the commission later this year.

Akshay Singh’s Indyfin seeks to give more independent practices access to client leads and the potential opportunity of online reviews.

Across the country, banks of all sizes are investing in the wealth business as a way to deepen customer relationships, capture recurring revenues and tap into a massive transfer of wealth from baby boomers to Generation X and millennials. A lot of money is up for grabs, but maybe not enough to go around.

But a recruiting expert says advisor independence comes with its own set of challenges.

To engage current and prospective clients, advisors need to hone their voices, curate content and develop consistent posting habits, among other practices.

Large pockets of the financial planning and wealth management industries have gone back to “business as usual” post-George Floyd.

Social media and solid investing don't always mix.