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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.

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.

From the rise of ChatGPT to ESG hypocrisy and in-depth reporting on DEI issues in wealth management, these are the stories that garnered awards for FP reporters in 2023.

The combined net worth of the 500 richest people surged by $1.5 trillion in 2023, fully rebounding from the $1.4 trillion lost the year prior.

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

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.

Without inflation adjustments to income and net worth criteria, the number of people who qualify to put their money into sophisticated and risky investments has skyrocketed.

Musk, Zuckerberg, Benioff and Altman couldn't avoid standing in a negative spotlight.

Leading by example and encouraging authentic connections with employees can set good managers apart.

Dallas saw three of Wall Street's largest banks start on new campuses this year, cementing their bets on one of the fastest growing metros in one of the fastest growing states.

Financial advisors should start the new year right by modernizing their planning tools to reflect clients' heightened demand for reliable, easily digestible information about their assets.

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?