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On many unregulated cryptocurrency exchanges, wash sales may be highly inflating stated volume, according to a recent study.

For the wealth management industry, 2022 was a historically difficult year. How will advisors bounce back in 2023?

Financial advisors are predicting a year of change in 2023 — just not the changes you might expect.

At Future Proof 2022, the award-winning CFP shared her tips for aspiring wealth management professionals and her thoughts on breaking into the field.

Surge Ventures will invest in software addressing the industry's "data hygiene challenge" and help founders navigate startup challenges.

From professional goals to personal objectives, it's time for a change.

Portfolio reviews and retirement contributions are at the top of to-do lists of Morningstar, AARP and industry groups.

From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.

At the start of 2022, Biden administration officials were cautious about how to regulate the commingling of cryptocurrencies and traditional finance. By the end of the year, agencies had taken a tougher stance, and the downfall of FTX portended more of the same in 2023.

Most investors had a lousy year, but these funds weathered markets jolted by significant economic and geopolitical turmoil.