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 companies and fintech providers are promising to deliver “financial wellness.” It’s hard to bla...
Source: investmentnews.com