Banco Popular de Puerto Rico

The wealth management industry continues efforts to confront long- standing diversity issues. But those putting in the work know there is a long way to go.

Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.

The AARP, the Chamber of Commerce, Cetera, Betterment, FPA, CFP Board, NAPFA, FSI and other stakeholders weighed in on the agency's rule proposal.

Here's a list of Financial Planning's most important stories in the past year involving the vexing array of complexities with paying Uncle Sam.

A 25-year-old engineer is already saving and investing for his future. Should he divert some of those funds to cover a down payment?

The arguments in Moore v. U.S. carry major potential implications, but these 14 excerpts suggest SCOTUS will deliver a less sweeping decision next year.

From money management classics to a musical memoir, these are the 15 books financial advisors found inspiring, instructive or engaging this year.

Explore the last year in Financial Planning magazines. Read each article, or download a digital version.

From "You can't retire yet" to "Your husband is gambling away your savings," here are the toughest conversations wealth managers have with their customers — and how to get through them.

For clients who care about social impact in their portfolios or financial plans, this relatively young designation can help an advisor deliver more value.