Seen and Heard: Get the Word Out to Get Women in the Industry
Pershing's Kim Dellarocca, consultant Angie Herbers and others on how to boost the number of female advisors.
Compass Financial Boosts Education With Financial Finesse Partnership
Financial Finesse will offer its services at a discount to employees and consult on Compass' in-house financial education program.
To Get Workers to Save, Think Like a Retailer
To get workers saving more and making positive behavioral changes, follow the example set by major retailers with their rewards and incentives programs.
Addressing the Needs of Female Clients
Unfortunately, many women don't walk through the retirement planner's door until a life-changing event, like a divorce or death of a spouse, brings them there.
Financial Wellness Slips in Q3
Despite making some progress in their financial situations over the past couple of years, employees still aren’t on track and they know it.
Financial Wellness Paves New Career Track for Advisors
As financial planning students look around for career opportunities, Financial Finesse suggests a slightly different track is presenting itself.
Retirement Preparedness Improving Despite Low Saving Rates
New research from Financial Finesse paints a muddy picture of American workers’ chances at a secure retirement.
Employees Turn Focus to College Planning in Q2: Financial Finesse
Nearly a quarter of employees said college planning was a top priority in the second quarter, according to the latest research from Financial Finesse.
Help for NFL Players Suddenly Rich or Suddenly Retired
The online financial education partnership with Financial Finesse, begun in 2009, now allows current and former players to get unbiased guidance by phone from Financial Finesse CFPs.
Women More Likely to Have High Financial Stress
Women and parents are almost twice as likely as men and non-parents to report high or overwhelming levels of financial stress, Financial Finesse found.