Browsing Tag
Financial Finesse
19 posts
Episode 9—Financial Finesse’s Davidson: ‘Artificial Intelligence in Financial Wellness is Here’
Exciting innovation in financial wellness means it’s more tailored, more customized, and therefore more effective in helping working…
September 4, 2020
How Financial Wellness Engagement Can Lead to a 43% Higher 401k Deferral Rate
Hey, financial wellness really works if you do it right! In its recently released 2019 Financial Wellness Year…
May 7, 2020
Does Financial Wellness Actually Work? The Numbers Say …
Employees who used their financial wellness program regularly improved in all areas of financial planning, with the greatest…
May 7, 2019
Tampa Bay Bucs’ Carl Nassib Tackles 401(k) Financial Wellness
In the realm of NFL finances, where even legends like Warren Sapp faced post-career struggles despite earning millions,…
April 10, 2019
Large-Employer ROI From Effective Retirement Readiness Is …
Just imagine the return for smaller employees. For a 50,000-employee company, improving retirement preparedness could lead to a…
October 31, 2018
Are You Defining Financial Wellness All Wrong?
As more employers learn the benefits of financial wellness, there’s still some confusion as to what kinds of…
October 2, 2018
Advisors Can Get Financial Wellness CE Credit Online
401k advisors and other industry professionals looking to offer financial wellness education can now enroll in an online…
August 21, 2018
Who Benefits Most From Financial Wellness Programs?
It’s working! Employees who regularly use financial wellness tools year after year are improving their money situations, new research…
May 31, 2018
Something Big Happened at This 401k Conference: GRPAA 2017 Summit
The heavens parted, the angels sang and something big happened at GRP Advisor Alliance’s annual summit Friday morning—…
January 27, 2017