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Matt Rampe, ASA, PCC is a partner at Rosenberg Associates, a top-ranked CPA firm consultancy. His specialties include strategic planning, managing partner coaching and practice management. His complete biography is available here.

The consumer price index came in a little cooler last month, ending a streak of bad inflation data — at least for now.

Vanguard names former BlackRock executive Salim Ramji its new CEO to succeed the retiring Tim Buckley in July; Ramji will be the first outsider to lead Vanguard.

Women see and understand the research underscoring the benefits of diversity in leadership and want to align their investment dollars with this approach.

Officials from FINRA and SEC spoke on how they are examining AI and emerging technology while also raising new risk concerns like deepfakes, which could make voice recognition software obsolete.

Wealth managers often plan as if their clients will live to age 95 — but few Americans do. New research suggests a different approach.

The Wall Street giant distinguishes its custody service by being a pioneer in allowing private equity, private credit and similar investments to be used as collateral for loans to RIA clients.

Three regulatory amendments that are attached to the new "retirement security rule" display the stakes of the legal challenge already brewing in court.

The Internal Revenue Service cautioned consumers to beware of inaccurate advice which prompted thousands of taxpayers to file overblown claims and held up their refunds.

Seth Catalli is chief revenue officer of Globality Inc, which is applying AI to automate enterprise spend management.