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Despite uncertainty over potential tax increases, there are still some valuable tax-planning moves for the final days of this year.

These are the books advisors said most influenced them in the last year.

It's been a mostly up year for stock investors.

Strategists say the rally that pushed U.S. stocks to successive records this year isn’t ending anytime soon.

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

We can all agree that rebalancing is key to good risk management but there is no universal agreement on the best way to approach the process.

Here's what you missed this week in wealth management.

A self-reporting program on 529 plan share classes yielded five more settlements, and wealth managers agreed to pay a combined $15 million.

A committee says summaries provided by firms are full of jargon and readability issues. But fiduciary and plain-language experts say Form CRS itself needs an overhaul.

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