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The growing wealth management offshoot of what was once John D. Rockefeller's family office plans to add more than 100 more advisory practices.

Plus, the best robos for first-timers, low cost and complex planning.

Alpine Securities has added to its long docket of run-ins with regulators over the last several years, alleging the SEC is piling on.

Many of the income thresholds governing certain tax credits and deductions don't keep pace with inflation. The result: things are even more expensive.

Too high a score can stymie bigger dreams and personal growth on the part of the client, writes Joe Maier.

Joe Maier is senior vice president and director of wealth strategy at Johnson Financial Group.

Reports of Russia's malicious cyber activity can spur investors to greater vigilance, but if the worst happens, quick action is crucial.

Eric Sontag is president and chief operating officer at Wealthspire. He manages the firm's general business practices and processes and of the firm's Executive and Investment committees and is a member. He also leads technology, operations and investments functions while helping to shape the overall strategic direction of the firm.

James Fritz is chief information security officer at NFP. Prior to this role, he helped migrate companies to the cloud, as well as for the U.S. Army, where he conducted defensive cyberspace operations. He holds a bachelor's degree in mathematics from the United States Military Academy and earned an MBA from Syracuse University.

Rich Saskal is a managing editor of The Bond Buyer. Since joining the publication in 2003, he has also worked as a reporter and as its Far West bureau chief. He has a master's degree in journalism from the University of Colorado and a bachelor's degree from the University of Virginia.