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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.

Ann Wyatt is vice president of program management & engagement at HealthFitness where she oversees a national account management team. Her role includes strategy development and driving engagement for new and existing health management and corporate fitness programs, employee recruiting and training, program quality assurance and operations management.

As CEO, Naveen guides Center's strategic direction, partnerships, and product innovation, leading the company's growing 40-person team. Before co-founding Center, Naveen worked in product development and business development at Concur and attended the University of San Diego.

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.

Adjusting a federal income tax return depends on personal tax circumstances, “such as the materiality of the error,” an expert says.