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Businesses eager to see Congress revive expired research and investment tax breaks have reason for optimism that a deal could come together as soon as this month.

In terms of both economics and global events, 2023 was a year of instability. In 2024, financial advisors expect more of the same — but they have a plan for how to handle it.

Amid high interest rates, publicly traded real estate investment trusts have been pummeled the last two years. Analysts meanwhile think their private cousins are in for further correction.

Between the diapers, doctor visits, toys, formula and the delivery itself, having a baby is expensive. How can a mother-to-be get ready?

Here's a breakdown of the most important proposals and debates circulating in policy circles ahead of this year's election and a big Supreme Court decision.

Converting prospects and leads to actual clients is key to boosting organic growth but can be daunting. Here's three ways to do it better in 2024.

From 19K+ submissions, FP presents a handful of the most pertinent points; here's how Charles Schwab, the Consumer Federation of America, the Investment Company Institute and others argue the rule will affect wealth management.

Meeting the needs of forward-thinking advisors is what the man known as "Mr. Purple" says his firm's platform is all about.

Fifteen states are reducing either individual or corporate income taxes this year, with some states trimming both individual and corporate taxes, among 34 states starting the year with significant tax changes.

Both sides say no deal is happening, but rumors are swirling about the owndership of Ken Fisher's eponymous firm.

The trends we saw pick up speed last year, like AI-aided advising, will gain momentum and force this year — the advisors who adapt them will be better positioned to attract next-gen clients.

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

Social Security is getting a 3.2% boost this month — but retirees' expenses have risen by more than triple that rate since last year.

In addition to talking Allspring's modern custom SMA and direct index platform, the industry veteran was happy to see everyone come together under the sun.

The dynamic duo hit the beach at Future Proof 2023 to represent Wealth.com and let advisors know that estate planning doesn't have to be so hard.

The broker-dealer self-regulator accused the firm of failing to properly record more than 830,000 transactions, among other violations.

Eugene Ludwig, former Comptroller of the Currency and current co-founder of Canapi Ventures, a fintech VC, reflects on how 2023 treated fintechs, how far the fintech movement has come and what banks and their regulators need to look out for in 2024.

Strains on U.S. consumer spending such as rising delinquency rates on credit cards largely indicate that Americans' debt is returning to pre-pandemic levels.

From new certifications to better health, here are the goals wealth managers have set for themselves this year.

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