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

Analysts: Office Loans May Strain Small Lenders

The CRE market faces headwinds that could hobble small banks. Large metro areas are most at risk from current conditions.

DOL Must Create Retirement Plan Lost and Found

One of the many provisions of Secure Act 2.0 is for the DOL to create a "lost and found" for retirement accounts.

New EP Wealth Scholarship Honors Trailblazing Advisor

The Ballou/EP Wealth scholarship program will support underrepresented groups pursuing CFP certification.

Nationwide: Most Women Think Recession Is Here or Imminent

Close to two-thirds of women believe the United States is in a financial crisis or approaching one, says a Nationwide survey.

Gender Parity Will Take More Than 5 Generations: WEF

An index on women's financial health compiled by Ellevest shows that women in the United States are in their worst financial shape since 2018.

CFP Board, RIA Team Up to Offer Scholarship

The scholarship is intended to encourage students from underrepresented populations to enter the profession.