Tag: financial wellness programs

Financial Finesse Expands Offering for Advisers

Financial Finesse enterprise (FFe) is focused on serving financial services firms seeking to evolve their impact by providing participants with access to financial coaching resources designed to accommodate all life stages.

UBS Initiates Rollout of Financial Wellness Offering

UBS Equity Plan Advisory Services released financial wellness digital content offering to equity compensation plan participants, which the firm says is a step towards a broader workplace financial wellness rollout to its corporate clients.