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Whealthcare Solutions Introduces Innovative Financial Wellness Scores

Whealthcare Solutions Introduces Innovative Financial Wellness Scores Share Article Suite of scoring assessments for investors and advisors cracks the code on financial wellness and longevity to power holistic financial health Chris Heye, PhD, CEO and Founder Whealthcare Solutions We are excited to provide Financial Wellness Scores to our users in support of the important work they do preparing clients for the financial challenges of wellness and longevity. BELMO...
United States Steve Gresham Jean Statler Chris Heye Whealthcare Solutions Inc Execution Project
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FOCUS ON BANKING — Steady growth the goal of state's oldest bank

Bank of Holly Springs Considered the start of the Gilded Age, the year 1869 launched an era of rapid economic growth in America. It also marked the beginning of the women’s suffrage movement and the inauguration of Ulysses S. Grant as the nation’s 18 th president. That same year, the Bank of Holly Springs opened its doors on the town square and haven’t closed since, making the Marshall County financial institution the state’s oldest. Its catchy slogan says it all – â€...
Holly Springs United States Marshall County Potts Camp Steve Gresham Ulyssess Grant

Toward a definition of financial wellness

Toward a definition of financial wellness Countless wealth management firms, insurance companies and fintech providers are promising to deliver financial wellness, but few can offer a coherent definition, let alone a clear approach to providing it. January 19, 2021 3 MINS After “pandemic” and “COVID,” the word you are most likely to hear today in discussions about adviser practice management is probably “wellness.” Countless wealth management firms, insurance c...
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