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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.

A BNY Mellon Wealth Management and Campden Wealth analysis says while the next generation is ready for succession in the family enterprise, family offices don't think they're ready.

Some funds lost more than 90% this year.

Crypto-world fractures could preview the fate of traditional assets if markets enter phase 2 of a decline in the new year.

Some think planners need to be more forthcoming about how much of their investing work is being entrusted to third parties.

Christopher Parris also pleaded guilty to fraudulently trying to sell COVID masks to the U.S. government and private businesses.