TCG Powers Wellness with Questis February 11, 2020 jenjames Financial Wellness Technology 0 Comments TCG Advisors, LP (TCG), has launched FinPath, a unique, comprehensive financial wellness program, powered by Questis. Read More→
Now Trending: Financial Coaching December 17, 2019 jenjames Financial Wellness Technology, Retirement 0 Comments Financial coaching is gaining ground as a key ingredient in successful financial wellness programs. Read More→
Financial Fitness for Life Partners with Questis to Deliver Comprehensive Financial Wellness December 17, 2019 jenjames Financial Wellness Technology, Partnerships 0 Comments Financial Fitness for Life Partners with Questis to Combine In-Person Coaching with Technology to Deliver a Comprehensive Financial Welln... Read More→
‘Trapped and Strapped’: Employees Need FinWellTech and Advisors Need to Update Their Business Models December 17, 2019 jenjames Financial Wellness Technology 0 Comments As retirement plan advisory firms move toward incorporating data and technology to scale the management of plan participants, Questis’ Jamie Read More→
When It Comes to Finances, What Is Behavioral Economics? November 20, 2019 jenjames Financial Wellness Technology 0 Comments An introductory course on behavioral economics. Read More→
Humans Plus Technology Solve the Financial Wellness Problem October 22, 2019 jenjames Financial Wellness Technology 0 Comments Digital advisors are the wave of the future and the good news is that they’re already here. Robo-advisors seemed like a good idea. Firms ... Read More→
Digital Strategy Success Requires Teamwork and Communication May 30, 2019 jenjames Financial Wellness Technology, Retirement 0 Comments Whether you’re planning to integrate a financial wellness technology solution or a full-on digital transformation effort, here are a few ... Read More→
Where Are We with Financial Wellness Technology? May 28, 2019 jenjames Financial Wellness, Financial Wellness Technology, Press 0 Comments Whether you’re planning to integrate a financial wellness technology solution or a full-on digital transformation effort, here are a few ... Read More→
What Millennials Really Want from Financial Wellness May 22, 2019 jenjames Financial Wellness, Financial Wellness Technology 0 Comments Whether you’re planning to integrate a financial wellness technology solution or a full-on digital transformation effort, here are a few ... Read More→
Advising Is Late to the Party When It Comes to Digital Transformation May 15, 2019 jenjames Financial Wellness, Financial Wellness Technology, Retirement, Tech 0 Comments Whether you’re planning to integrate a financial wellness technology solution or a full-on digital transformation effort, here are a few ... Read More→