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Proactive Plan Sponsor Communication Recommendations During COVID-19

Because of recent news surrounding Coronavirus (COVID-19), we wanted to take this time to share a few messages and recommendations.
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Firms Need to Embrace Technology and They Need to Do It Now

As we know, the financial services industry is known for its slow uptake of new technology, favoring instead the ‘tried and true’ tactics...
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TCG Powers Wellness with Questis

TCG Advisors, LP (TCG), has launched FinPath, a unique, comprehensive financial wellness program, powered by Questis.
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Now Trending: Financial Coaching

Financial coaching is gaining ground as a key ingredient in successful financial wellness programs.
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Gen Z Is Coming: What Advisors Need to Know

When they’re not typing ‘uwu’ into a text message, Gen Zers are busy learning from their elders’ financial mistakes. Gen Z―those born aft...
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This Is Not Your Father’s Retirement

Retirement trends are changing. No longer are people expected to spend their days playing golf and bridge (unless they want to, of course...
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Financial Fitness for Life Partners with Questis to Deliver Comprehensive Financial Wellness

Financial Fitness for Life Partners with Questis to Combine In-Person Coaching with Technology to Deliver a Comprehensive Financial Welln...
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Is Financial Stress the New Smoking?

Having less stress in our lives generally has a positive impact on health. But what about reducing financial stress? Is there really a re...
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Financial Stress Seminar Focuses on Costs to Companies and Their Employees

Financial stress burdens too many Americans’ lives on a daily basis. Employees are turning to their employers for help. A recent seminar,...
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Generational Differences: The More Things Change, the More They Stay the Same

Gen Z (born since 1996), the first generation to grow up as true digital natives, is now entering the workforce. This generation makes up...
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‘Trapped and Strapped’: Employees Need FinWellTech and Advisors Need to Update Their Business Models

As retirement plan advisory firms move toward incorporating data and technology to scale the management of plan participants, Questis’ Jamie
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When It Comes to Finances, What Is Behavioral Economics?

An introductory course on behavioral economics.
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