Financial advisors trying to drive the profession to be more transparent about fees and services will meet next month at a conference designed to be different from any other in the industry.
Dr. Jackie Meyer is CEO/founder of The Concierge CPA Consulting and TaxPlanIQ, a SaaS tax-planning software for accountants. The sudden shutdown of Bench Accounting at the end of 2024 left thousands ...
Forbes contributors publish independent expert analyses and insights. Caroline Castrillon covers career, entrepreneurship and women at work. As workplaces continue to transform rapidly, transparent ...
Since its inception, the decentralized finance (DeFi) ecosystem has been defined by innovation, from decentralized exchanges (DEXs) to lending and borrowing protocols, stablecoins and more. The latest ...