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

Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations. She has conducted in-depth research on social and economic issues ...

Mastery over finances gives people more choices. A good financial cushion can make retirement feel more realistic and allow you to go on a vacation every year. Unfortunately, financial stability isn’t ...

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 ...

Our Financial Wellness Program helps students reduce financial stress, improve financial management skills, and learn more about their money and personal finance through one-on-one coaching and ...

The difference between a financial coach and financial advisor can be a bit confusing. In short, financial advisors can also act as financial coaches, but financial coaches cannot also be financial ...

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, ...

A financial coach is an expert who helps clients understand money matters such as budgeting, saving, and managing debt.

Need some help setting financial goals or just want to learn more about managing your finances? A financial wellness coaching session can help. The Health Promotion Wellness Coaching program is ...