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Monica McCoy is the founder and CEO of Monica Motivates.

Justin Underwood is the founder and managing principal of Flat98 Strategies & Communications LLC. Underwood previously served as the Executive Director and CEO of the American Bankers Association Securities Association (ABASA). In 2022, Underwood was named an honoree for the Washington Business Journal's 40 Under 40 Business Leaders in DC. He earned a master's degree in government and an MBA from the Johns Hopkins Carey Business School.

Joe Fitzgerald is senior vice president of market strategy at Visual Lease.

Traders betting that regulators will approve a U.S. spot bitcoin exchange-traded fund sooner rather than later have all but evaporated a once-gargantuan discount on the world's biggest crypto fund.

New billionaires inherited more wealth last year than they created, a sign that the great wealth transfer is under way.

The Top 100 Firm is teaming up with a financial planning and RIA firm in a new joint venture.

By combining strategic queries with compassion and empathy, financial advisors can convey the message that older clients' legitimate fears around loss are understood.

Indigenous people in America are experiencing a "renaissance" of wealth creation. Experts share what advisors seeking to work with them should keep in mind.

Baby boomers may be wealthier, but millennials have benefited from a number of retirement reforms, new research shows — and they still have more time to save.

A lawyer representing hedge fund manager George Jarkesy argues the dispute could be solved simply by letting defendants choose to take their cases to regular courts.