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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.

The firm is looking for ways to maintain its edge and reinvigorate its shares, which have trailed rivals over the past year.

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.

Alan Grad is chairman and CEO of American Business, which works closely with CPAs to help them deepen their value as trusted advisors by deciphering complex life insurance issues as they relate to potential client needs. He writes extensively on subjects relating to coordinating life insurance strategies within estate and business structures for high-net-worth individuals and affluent families. Email him at agrad@americanbusiness.com.

Seniors hoping to begin retirement next year are advised to review their risk exposure, pay down their debt and save for additional health care costs.

One size fits all? The single form for disclosure of client-advisor relationships applies even if firms offer multiple products and services.