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This year’s list, like last year’s, was created through a formula encompassing AUM, production and percentage of fee-based business.

While these 20 dizzying changes will throw some for a loop, financial advisors and their clients grow more powerful each year.

Setting up a tax-advantaged retirement account, automating contributions and reducing their overall expenses are a few strategies to get back on track.

This year’s list, like last year’s, was created through a formula encompassing AUM, production and percentage of fee-based business.

“There definitely will be people who don’t win in this,” says Altruist founder Jason Wenk.

From regulations to diversity and inclusion, these leaders are set to make an impact on wealth management.

Adjusting a federal income tax return depends on personal tax circumstances, “such as the materiality of the error,” an expert says.

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.

Seniors hoping to begin retirement next year are advised to review their risk exposure, pay down their debt and save for additional health care costs.

One size fits all? The single form for disclosure of client-advisor relationships applies even if firms offer multiple products and services.