Browsing Tag
Financial Finesse
21 posts
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”
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…