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, ...

Shannon McLay, the CEO and founder of coaching advisory Financial Gym, is celebrating the Securities and Exchange Commission’s greenlight of an affiliated RIA that she expects will prove her model of ...

Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of experience. In an increasingly crowded advisory marketplace, sustainable growth ...

To advisors who would ask, “Do I need a personal coach?” I respond, “Michael Jordan had one, and Tiger Woods employs one.” Even the best financial advisor can benefit from a coaching relationship, ...

Many younger advisors today start their books looking for so-called “HENRY” clients (“High Earners, Not Rich Yet”) in the hopes that building relationships with successful younger professionals will ...

Focal, the AI-powered productivity platform purpose-built for financial advisors and enterprise wealth teams, today announces an integration with Shaping Wealth, the leading provider of behavioral ...

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

In the NFL, even the best players have to earn their spot every season — and the people managing your money should be held to the same standard. Sheldon Day’s NFL story began with a narrative that is ...

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.

ARLINGTON, Va. (7News) — Would you turn to Artificial Intelligence (AI) for financial planning? Alexander Harmsen is hoping you’ll say yes; he came up with the idea for an AI program after growing ...