Guided by insights from leading wealth management executives, Focal designed the integration to provide actionable feedback across the categories most critical to client success. The result is a first ...

Making financial decisions isn’t for the faint of heart — and that’s exactly why you’ve likely ended up hiring a financial advisor. They are pros at helping you sort out all those messy numbers. But, ...

This revolutionary AI is the result of a unique collaboration between Eric McLoyd, Sr., a seasoned financial advisor and coach, and his 16-year-old son, Eric Jr., whose fascination with technology ...

Funding will fuel product expansion, accelerate enterprise adoption and embed artificial intelligence (AI) that automates workflows directly inside advisors’ existing tech stack The capital will ...

People make decisions about money and handle money every day. A financial coach helps them optimize their money by guiding them to the microhabits that lead to improvements in their financial ...

Advising clients who are entering the empty nest phase requires an approach that's both strategic and tactful. Clients may experience a range of emotions surrounding this change, which could make it ...

GLASTONBURY, Conn., Oct. 29, 2025 /PRNewswire/ -- In 2023 Gateway Financial Partners launched the Gateway Growth Partnership as a strategic initiative to deepen relationships with its advisors and ...

VIENNA, VA, UNITED STATES, January 4, 2026 /EINPresswire.com/ — Monumental Advisory Partners founder, bestselling author, radio announcer, and longtime youth ...

Terrence Maltbia, professor of organization and leadership at Columbia University’s Teachers College, was looking for a quantifiable way to show that professional coaching can improve business ...

As someone who works in the finance industry, a common question I get from new acquaintances is: “So, what should I do with my finances?” At this point, I explain that I’m not a financial advisor.