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Over the past year, the lineup of stock and bond funds notched an average gain of more than 25%.

Denika Tokunaga of Maven Wealth Management answered FP’s queries about challenges, opportunities and growing during the coronavirus.

Coronavirus put the Financial Planning Association’s volunteer program to the test.

Some nominees poised to take their agencies in a new direction appear headed for Senate confirmation while an intraparty squabble has delayed the administration’s choice to lead the Office of the Comptroller of the Currency. Here’s the roster update.

The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.

The rep reeled in at least a dozen victims to the complex scam even though he was suspended from the industry for a different case, according to investigators.

Ascensus sold the practice with four reps and $490 million in client assets after acquiring it two years ago.

Roth conversions and backdoor Roths ease COVID financial pain for wealthy earners this tax season

"The game changed in 2020 and there’s a lot we have learned that can potentially skyrocket our success through 2021," writes Chip Munn.

Leaders of the House Ways and Means Committee and accounting groups are calling for extending the tax deadline to give the IRS, taxpayers and tax professionals an extra three months.