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The 30-year veteran with tenures at AARP, two professional sports leagues and three large financial firms shares the major industry vendor’s plans.

The people who make up this subjective group of committed professionals are reshaping a fragmented industry and serve a mission that extends beyond annual earnings.

We asked leaders in the field to give us their thoughts on the coming year. Here's what they had to say.

Despite uncertainty over potential tax increases, there are still some valuable tax-planning moves for the final days of this year.

These are the books advisors said most influenced them in the last year.

From stealing millions to murder investigations, here are 13 big crime and court stories covered by Financial Planning in 2021.

We can all agree that rebalancing is key to good risk management but there is no universal agreement on the best way to approach the process.

Here's what you missed this week in wealth management.

A self-reporting program on 529 plan share classes yielded five more settlements, and wealth managers agreed to pay a combined $15 million.

A committee says summaries provided by firms are full of jargon and readability issues. But fiduciary and plain-language experts say Form CRS itself needs an overhaul.