Editor's Pick

From stealing millions to murder investigations, here are 13 big crime and court stories covered by Financial Planning in 2021.

A look back at the biggest events and trends that shaped the industry last year.

LPL Financial reeled in the largest haul, but RIA consolidators and other rivals also completed mega-moves in 2021.

The largest groups of mutual funds and ETFs saw their assets swell to trillions under management as prices rose in the post-lockdown stock boom of 2020.

The home buying process has undergone significant changes. The pandemic has profoundly altered the mortgage lending market. The continuation of remote work, relocation out of key urban areas, a growing preference for online possibilities, and the deployment of artificial intelligence applications are only a few trends that are shaping the industry. Join Heidi Patalano, Editor-in-Chief of National Mortgage News and Beth O'Brien, Founder and CEO of CoreVest Finance as they discuss how lenders can stay competitive and meet the needs of home buyers in the fast evolving mortgage business.

None of the leading 20 funds with a 50% to 70% equity allocation beat the gains of broader stock indexes over the past 10 years.

Not only do the 20 funds in this ranking outperform broader markets, it may be "where investors will excel going forward," according to one expert.

Women — especially Black and Hispanic women — remain underrepresented in banking leadership despite incremental progress because they receive less support than men do to advance beyond entry-level roles, a new McKinsey study says. Here's an overview of the findings.

Outsized returns over the long- and- short-term planning horizons come with some caveats.

Join Janet King, Arizent VP of Research and Brian Elkins, Senior Director of Strategy at Monigle for a discussion of a new, prescriptive framework that helps banks and other financial institutions identify why customers choose to bank with one financial institution over another. Developed in conjunction with creative experience agency Monigle, the Humanizing Customer Experience research from American Banker draws on more than 5,000 customer responses to show what matters most in customer experience and ranks which financial institutions do it best. Join this discussion to learn more about how you can optimize your bank's approach to CX to improve customer satisfaction and earn higher net promoter scores.

Expecting everything to work seamlessly from day one can lead to a rude shock.

A lack of uniform classifications and an identity crisis at the heart of the fragmented industry makes it a thorny task.

The pandemic is changing the game for performance management. It's time to evolve the financial services model.

Emerging markets have been shocked by recent regulation from the Chinese government and the coronavirus pandemic.

For regulatory purposes, anyone can call themselves an advisor or planner. Professionals in the industry want to change that to enhance the client experience.

Experts and leading practitioners are looking at ways to mitigate the possible affect of the legislation from a tax perspective.

How the pandemic is accelerating trends in financial advice and changing the way Americans manage their money.

"The successful long-term players have the long-term tech driven trends right, and COVID just accelerated and magnified the trends," an expert says.

The long-term leaders carry fees more than twice the broader industry.

A lack of faith gives investment and wealth management firms the lowest ranking among the least trusted types of financial services companies, a Morning Consult survey finds.