Browsing Tag
Financial Finesse
19 posts
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”
Financial Finesse Tackles College NIL Market with Free Certification Program
Financial wellness pioneer donates sweeping new name, image, and likeness financial literacy platform to all college student athletes
Financial Finesse Launches VC Arm to Support Socially Responsible FinTech
Liz Davidson says the first-of-its-kind venture capital investor will back a new era of FinTech aligned with best interests of customers
How Resilient Are You in the Face of Financial Setbacks?
Resilience is key to financial wellness and “one of its strongest contributing factors,” according to two new reports.…
Ascensus Introduces ‘Aimee,’ a Unique Financial Wellness Hire
Recordkeeping giant Ascensus added artificial intelligence (AI) to its financial wellness offering to encourage better economic decision-making and behavior…
Trend Towards Diversity and Inclusion, Financial Wellness Grows
COVID’s economic fallout continues to impact people of color disproportionately. Pew Research finds that job and wage losses due…
TAPOs Share Tips on Increasing Participant Engagement: Excel 401(k) 2020 Digital Series
The tips and advice were flying fast and furious Thursday morning during an Excel 401(k) 2020 Digital Series…