Browsing Tag
Financial Finesse
24 posts
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
October 11, 2022
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.…
May 25, 2021
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…
May 4, 2021
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…
January 31, 2021
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…
September 24, 2020
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 …
Employee financial wellness program improves retirement preparedness, savings, and confidence, helping workers secure their financial future.
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