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

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

Commissioner Rettig is promising not to use the nearly $80 billion his agency will be receiving to increase audits of small businesses or taxpayers who earn less than $400,000.

Buyers and sellers are overhauling their firms by folding in accounting and newly-launched independent advisors.

Zephyr's head of wealth management says now is the perfect time to remind clients why they need you.

Members of the influential fee-only planners group paid tribute to the growth and professionalism during their outgoing chief's tenure.

A retirement plan and wealth practice spanning $1.4 billion displays how independent moves in 2022 are keeping up with or even surpassing those from 2021.

Why industry veterans Christopher J. Asher, Jason D. Cooke and Vincent J. Camarda, charged in separate cases. will go by "defendant" and not "CFP."

The company's CEO offered a rare perspective on what the industry can learn from it.

The strategy has been portrayed as both an essential investing tool and overhyped approach. The reality is somewhere in between.