Browsing Tag
Financial Finesse
25 posts
Todd Lacey Leaves Financial Finesse for Key Retirement Role at Lincoln Financial
Industry veteran steps down as president at financial wellness pioneer for new SVP role as Head of Institutional Sales for Retirement Plan Services
Financial Finesse Designates President
Todd Lacey will serve his role as the industry sees rising demand for financial wellness solutions
Financial Finesse, SecureSave Reveal Partnership Expanding ESAs
Users will be able to sign up for an emergency savings account through SecureSave's page on the Financial Finesse platform
Corporate Roundup: Liz Davidson, Laurel Taylor Named Among Leading Female Founders
The latest news from Financial Finesse, Candidly, Carson Group, Athene, and more
Financial Finesse Acquires OfColor
Starting in November, Financial Finesse will expand OfColor content to over 20,000 firms
Corporate Roundup: Corebridge Launches Annuity Feature, PGIM Brings in Leader
The latest news from Corebridge, PGIM, Alerus, Financial Finesse, and more
Corporate Roundup: Wealth Enhancement Group Acquires $2B RIA, Ascensus, Financial Finesse Extend Wellness Collab
The latest industry news from Wealth Enhancement Group, Ascensus, Financial Finesse, and UBS Wealth Management
Financial Health Gap Between Americans Widens
New Financial Finesse data shows macroeconomic conditions are generating additional wealth for those with assets while simultaneously impoverishing those already struggling
Capital Group Selects Financial Finesse for Personalized Financial Wellness
Plan participants will receive unlimited access to Financial Finesse’s digital financial wellness hub, virtual financial coach and interactive guide, live webcasts, and more
Participant Financial Stress Hits Highest Level Since Great Recession
New research from Financial Finesse paints picture of dramatic increase in “unmanageable financial stress”