In Practice November 20, 2023

Adviser Talks: Kenneth Catanella On Financial Wellness

The UBS managing director explains why financial wellness for participants is much more than “a nice to have benefit."

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At this year’s PLANADVISER National Conference, current and past Plan Adviser of the Year finalists and winners spoke about core areas of focus and trends in their practices.

In this brief video, Kenneth Catanella, managing director at UBS, discusses how the retirement plan advisement space has evolved to providing holistic financial advice to participants.

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