Financial Wellness: The New Frontier in Wealth Management

Keena Pettijohn, CEO & founder of Lifelogixs, explains how to use technology to complement financial planning and promote financial wellness.

What is financial wellness and why does it matters to your clients? Keena Pettijohn, CEO & founder of Lifelogixs, explains how you can use technology to complement financial planning and promote financial wellness. Learn how to ask questions on personal finance behaviors.

Latest news

DOL Reverses Trump on ESG Investments in Retirement Plans

The rule makes it easier for plans to offer socially responsible investments, but traditional financial factors must be considered.

SEC Charges Goldman Didn’t Follow ESG Policies

The SEC fined Goldman Sachs Asset Management $4 million for not following ESG policies and procedures.

Hedge Fund Challenges Envestnet

The hedge fund has criticized the board for ballooning costs and authorizing rich paydays for management and board members.

Older investors Still Seeking Guidance From Advisors

A survey of investors 50 and over who consult advisors on wealth management shows what’s top of mind.

Cancer Diagnoses Lag After Screenings Fall During Pandemic

Although Americans are getting back to a normal way of life, they still appear to be avoiding the healthcare system, new research finds.

Most People Underestimate Healthcare Costs, Study Says

The Lifetime of Healthcare Costs study also found that four out of five respondents do not have savings to cover medical emergencies.