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While delaying Social Security can maximize retirement benefits and boost income, some clients have financial circumstances that make an early retirement a better option.

From regulators to technology providers to CEOs, these are the players who will remake wealth management in 2017.

Get ready to have these conversations with clients given the surprising election results.

Ed Dressel is president of Trust Builders, a Dallas, Oregon-based maker of retirement planning software.

The move will potentially lead to marginally higher borrowing costs for consumers and companies while giving savers a boost.

Strategies and data to remember from fellow advisers and industry analysts.

Jackie Meyer, DSL, CPA, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. A 40 under 40 honoree with CPA Practice Advisor 2018-2022, she is the former founder of an award-winning CPA firm, and now leads TaxPlanIQ, a SaaS tax advisory platform. She speaks to tens of thousands of financial professionals and taxpayers annually.

Ted Needleman has been covering the world of technology for more than 30 years. He writes frequently on software, hardware, and technology-related subjects, and was previously the editor-in-chief of Accounting Technology.