Innovating the Financial Wellness Landscape

Our Think Tank consists of an expert team of Certified Financial Planner™ professionals who are working with employers, employees, government policy groups and industry leaders to find innovative ways to build life-changing financial wellness solutions.

Our Think Tank of Certified Financial Planner® professionals publishes reports based on trends in actual employees' financial behaviors and habits.

Nov 02, 2015

More responsibility is being shifted onto employers to fund their own retirement with the growing trend in self-directed benefits, yet our research has shown that only 19 percent of employees are confident they are on track to retire.

Sep 14, 2015

This study quantifies the gender gap in retirement preparedness and money management between men and women, both of which have significant implications to employers and the economy as a whole.

Jul 01, 2015

Our 2015 Financial Stress Report found that financial stress is hitting low to middle income moms the hardest.

Mar 03, 2015

Financial Finesse’s annual generational study analyzes the financial priorities and vulnerabilities of Millennials, Generation X, and Baby Boomers.

May 20, 2015

Financial anxiety is still very high, but the focus on the national economy is diminishing, with employees honing in on their personal financial stress more proactively.

Our Think Tank conducts regular webcasts on important trends and opportunities in workplace financial wellness.

Wed Jan 13, 2016 @10am

In this interactive webcast, you’ll learn how the Financial Wellness industry is evolving, the drivers behind its triple-digit growth, and how the industry is presenting all sorts of new career opportunities for talented individuals who are passionate about helping Americans become more financially secure and independent. You’ll hear from key members of our team of Resident Financial Planners, who will also share the company’s history, culture, and plans to maintain its leading position in the Financial Wellness industry.

Wed Feb 3, 2016 @10am

In this interactive webcast, you’ll learn how the Financial Wellness industry is evolving, the drivers behind its triple-digit growth, and how the industry is presenting all sorts of new career opportunities for talented individuals who are passionate about helping Americans become more financially secure and independent. You’ll hear from key members of our team of Resident Financial Planners, who will also share the company’s history, culture, and plans to maintain its leading position in the Financial Wellness industry.