'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
Humans Plus Technology Solve the Financial Wellness Problem
Digital advisors are the wave of the future and the good news is that they’re already here. Robo-advisors seemed like a good idea. Firms...
Advising Is Late to the Party When It Comes to Digital Transformation
While many businesses are talking about digital transformation, relatively few have actually implemented it. According to a recent IDG...
Questis Switches to MX for Faster, More Secure Connections
It’s the speed and coverage of their connections that we’re most excited about.” - John M. Tabb III, co-founder and chief product...
What is Financial Wellness Technology (#FinWellTech) Anyway?
To understand what financial wellness technology (FinWellTech) is, let’s first get on the same page about what financial wellness is. In...
