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"I don't mean to ruin your holidays, but ... " Regulators and industry insiders caution against delaying compliance efforts as the June deadline approaches.

More than half of them track the industry’s top-performing category.

This year’s list, like last year’s, was created through a formula encompassing AUM, production and percentage of fee-based business.

Direct lenders, including hedge funds and buyout firms, are prepared to spend billions to lure borrowers away from the $1.2 trillion leveraged loan market.

While these 20 dizzying changes will throw some for a loop, financial advisors and their clients grow more powerful each year.

Setting up a tax-advantaged retirement account, automating contributions and reducing their overall expenses are a few strategies to get back on track.

This year’s list, like last year’s, was created through a formula encompassing AUM, production and percentage of fee-based business.

“There definitely will be people who don’t win in this,” says Altruist founder Jason Wenk.

From regulations to diversity and inclusion, these leaders are set to make an impact on wealth management.

So much faith has been put on the partial trade deal with China that stocks have nearly recovered since President Trump’s first round of tariffs on imports.