Financial Finesse

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  Better Employee-Benefits Communication Means Happier Workers

  By Danielle Andrus, AdvisorOne  |  May 22, 2013

  Employers are “embracing benefits planning and combining traditional benefits communication with financial planning to help employees,” Liz Davidson, CEO and founder of Financial Finesse, said in a webcast on Tuesday.

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  Employees Taking Proactive Approach to Financial Planning

  By Danielle Andrus, AdvisorOne  |  May 20, 2013

  Employees appear to be taking responsibility for their retirement saving and financial situation over all.

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  The Successful Retirement Plan Advisor, Pt. 5—Profile in Success—Voyage Financial Group

  By Liz Davidson, Financial Finesse  |  March 18, 2013

  Voyage Financial Partners has followed its unique business strategy with discipline and focus--working with middle-income workers at Fortune 1000 companies--and achieved significant success along the way, but not by accident.

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  Stress Levels Down, but So Is Wellness: Financial Finesse

  By Danielle Andrus, AdvisorOne  |  March 14, 2013

  Financial Finesse released on Thursday its annual Year in Review report on employee financial wellness in 2012.

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  The Successful Retirement Plan Advisor, Pt. 4: Profile in Success—Plan Sponsor Advisors

  By Liz Davidson  |  March 11, 2013

  It's one thing to have great ideas on how to serve retirement plan sponsors, but Plan Sponsor Advisors excels at successfully implementing its brilliant ideas to grow its business.

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  The Successful Retirement Plan Advisor, Pt. 3: Profile in Success— Jason Chepenik

  By Liz Davidson, Financial Finesse  |  March 4, 2013

  Advisor Jason Chepenik’s two key principles for success: setting the stage for referrals by working tirelessly to find the root problem to his clients’ retirement issues and building custom plans to meet plan sponsors' needs.

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  LPL Launches Platform to Improve 401(k)s for Participants

  By Danielle Andrus, AdvisorOne  |  March 4, 2013

  LPL Financial launched a retirement plan platform to help employers provide their workers with an improved 401(k) experience, the firm announced Monday.

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  The Successful Retirement Plan Advisor, Pt. 2: Profile in Success—Trisha Brambley

  By Liz Davidson, Financial Finesse  |  February 25, 2013

  As part of our series on what the most successful retirement plan advisors have in common, we profile Trisha Brambley of Retirement Playbook Inc.

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  How to Boost Employees’ Financial Well-Being

  By Danielle Andrus, AdvisorOne  |  February 1, 2013

  Wellness, said CEO Liz Davidson of Financial Finesse, is a “mastery of financial issues, with little or no financial stress.”

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  Employees Shift Focus From Retirement Planning to Money Management

  By Michael S. Fischer  |  November 1, 2012

  Employees improved their financial wellness in the third quarter, a much-needed climb back from a weakened condition in the first quarter, according to research released Wednesday.