Banco Popular de Puerto Rico

The tax law changes affected deductions for charitable contributions, entertainment expenses and more. Here are hard-won insights for advisors as they help clients navigate the second year of filing under the new regulations.

An online war is underway for deposits, as a wide range of players — traditional wealth managers, big banks, digital-only platforms and fintechs — offer high-interest savings and checking through apps and websites.

“The combination of low rates, curbs on state and local tax deductions, and consistent economic expansion have been a nice tailwind,” an analyst says.

“Not every muni is trying to achieve the same thing,” an expert says.

The top 20 nearly doubled their gains over the last year, data show.

Median revenue surged by 18% in the sector, but forward-looking companies have already adjusted to a fast-changing industry.

Despite their high fees and double-digit returns, nearly all have even outperformed themselves so far this year.

Wealth managers know they need to be digital but aren’t confident about how to get there.

Ric Edelman, Lori Hardwick and investors shaping the industry’s future give financial advisors an insider’s view.

In an industry where diversity and inclusion have historically been lacking, women advisors and investors are making significant inroads on their way to the top.