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Educators in CFP Board-registered degree programs are spearheading a classroom upheaval. Will they ultimately reshape the industry?

Allan Boomer is the managing partner and chief investment officer of Momentum Advisors in New York. He co-hosts a weekly radio show on SiriusXM Ch. 126 which focuses on wealth building and entrepreneurship. Follow him on Twitter @MomentumAdvice.

Diego Caicedo is CEO of Portal Finance.

Don Emery, CPA, CA, is Doc.It’s director of client solutions. Doc.It provides document management and workflow software. Emery leads the North America business development team and provides implementation consulting services to clients and assists clients with various issues.

With the compliance deadline nearing, regulators have yet to make key decisions on dark pools, rules clashes with foreign markets and data collection.

An abundance of software and practice tools has planners and firms overwhelmed. Here’s what it means for the industry.

A series of launches at T3 Enterprise demonstrate how industry firms are embracing change as the advisor tech space becomes hypercompetitive.

Chris Adams is chief operating officer at Park Place Technologies, a storage, server and networking maintenance provider.

Retirees are often pushed into a different tax bracket with many paying more in retirement than they were while working.

Tom Buck was once a top-ranked Barron's advisor at the wirehouse, where he worked for more than 30 years.