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Whealthcare Solutions Introduces Innovative Financial Wellness Scores Share Article Suite of scoring assessments for investors and advisors cracks the code on financial wellness and longevity to power holistic financial health Chris Heye, PhD, CEO and Founder Whealthcare Solutions We are excited to provide Financial Wellness Scores to our users in support of the important work they do preparing clients for the financial challenges of wellness and longevity. BELMONT, Mass. (PRWEB) February 17, 2021 Whealthcare Solutions, Inc., a software company dedicated to helping families and their financial advisors more effectively prepare and plan for the challenges of longevity, has announced a comprehensive suite of Financial Wellness Scores. These new scores enable advisors to quickly and easily measure their clients’ financial health, and are augmented by personalized recommendations showing t ....
Whealthcare Solutions Introduces Innovative Financial Wellness Score insurancenewsnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from insurancenewsnet.com Daily Mail and Mail on Sunday newspapers.
Bank of Holly Springs Considered the start of the Gilded Age, the year 1869 launched an era of rapid economic growth in America. It also marked the beginning of the womenâs suffrage movement and the inauguration of Ulysses S. Grant as the nationâs 18 th president. That same year, the Bank of Holly Springs opened its doors on the town square and havenât closed since, making the Marshall County financial institution the stateâs oldest. Its catchy slogan says it all â âThe Oldest Bank in Mississippi and as Modern as the Newestâ. Bank of Holly Springs president Steve Gresham is only the bankâs fourth president since 1946. He started his banking career in 1983 and has been associated with the bank in some capacity ever since. In fact, Greshamâs father served as president of the bank from 1973 until Steve took over in 1997. ....
Toward a definition of financial wellness Countless wealth management firms, insurance companies and fintech providers are promising to deliver financial wellness, but few can offer a coherent definition, let alone a clear approach to providing it. January 19, 2021 3 MINS After “pandemic” and “COVID,” the word you are most likely to hear today in discussions about adviser practice management is probably “wellness.” Countless wealth management firms, insurance companies and fintech providers are promising to deliver “financial wellness.” It’s hard to blame them. Who doesn’t want to be healthy, especially now? But when pressed, few can offer a coherent definition of wellness, never mind a clear approach to delivering it. For many, the concept of wellness is little more than what you might see on a Hallmark card or a gift shop pillow. ....