Where Are We With Financial Wellness Technology? Joey Santos-Jones 7 years ago And is it a build or buy play for the advisor? Steve Wilbourne with Questis clues us in. The Critical Importance of 401(k) Financial Wellness: Bill Chetney, Global Retirement PartnersDateApril 21, 2016In relation to401(k) PracticeDavid Reich on LPL’s Response to 401(k) Fiduciary RuleDateOctober 13, 2016In relation to401(k) PracticeEpisode 9—Financial Finesse’s Davidson: ‘Artificial Intelligence in Financial Wellness is Here’DateSeptember 4, 2020In relation to401(k) Practice
