Exciting innovation in financial wellness means it’s more tailored, more customized, and therefore more effective in helping working Americans achieve financial security and an affordable quality of life in retirement.
Financial wellness pioneer Liz Davidson, Founder and CEO of Financial Finesse, joins us to discuss the “mass personalization” of the financial wellness movement, the fascinating role tech will play and why the future looks so bright.
READ DAVIDSON’S COVER STORY IN THE LATEST ISSUE OF 401(K) SPECIALIST HERE.