[caption id="attachment_3954" align="aligncenter" width="500"] SAGEbroadview: Once Upon a Time, There Were Two Firms …[/caption] While many of our friends, clients and colleagues are already aware of our exciting New Year’s Day news, it doesn’t seem fully official until it’s posted on the World Wide Web. So...

[caption id="attachment_2746" align="alignleft" width="350"] CFP® certification | The NAPFA Standard for Financial Planning[/caption] From “It’s a Wonderful Life” to “Wall Street,” Hollywood often lends an aura of drama to the financial industry. In reality, the daily life of a Fee-Only financial professional isn’t exactly edge-of-your-seat stuff....