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Over half of America's workforce lacks access to retirement plans like 401(k)s. A new bill aims to change that.

U.S. stocks have convulsed in April as investors reacted to twists and turns in Trump's tariff policies.

Lack of communication about estate plans and the reasons behind them is sure to cause static among client families down the line.

The pros and cons of giving discounted or free financial advice to those close to you.

The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.

Cathy Knepp leads HR at Platform Accounting Group, a next-gen accounting firm with more than 900 employees. She is committed to creating better experiences for accountants through people-first policies and practices that support better work. She has a tenured career in financial services and more than a decade of experience in various areas of the accounting industry.

A corporate consultant turned financial advisor embraced a hybrid team structure to succeed in her new career.