A FinWellness App For All Incomes

As written for 401kWire.com, the insiders’ edge for defined contribution executives!An InvestmentWires’ Publication – Wednesday, July 27, 2022 A new partnership has formed between a Southwesternretirement plan managed account and advice firm and a financial education content provider based in San Diego, California. The folks at Reno, Nevada-based GuidedChoice recently joined forces with Financial Fitness […]

GuidedChoice Announces Partnership with Financial Fitness Group

New Alliance Promotes Financial Wellness of the American Workforce Through GuidedChoice’s 3Nickels App Reno, NV – July 14, 2022 – GuidedChoice and its personal financial advice app, 3Nickels, is pleased to announce it has partnered with Financial Fitness Group, the leading provider of FINRA-compliant financial education content, in an effort to improve the financial wellness […]

Gov. Evers, DFI Announce Collaboration with Financial Fitness Group to Provide New Financial Wellness Program for Wisconsin Residents and Employees

ELEVATE Wisconsin™ aims to raise awareness of the importance of financial well-being and provide industry-leading financial education MADISON — Gov. Tony Evers today, together with the Wisconsin Department of Financial Institutions (DFI), announced that the Financial Fitness Group (FFG), developers of industry-leading interactive financial wellness solutions for top financial service firms, government agencies, and large corporations, is collaborating […]

Board Member Tricia Rothschild Featured on WealthManagement.com

Board Member and longtime Morningstar exec, Tricia Rothschild, has now departed Apex Fintech Solutions after less than a year formally with the firm. Apex Fintech Solutions, formerly Apex Clearing, is shuffling its leadership as the fintech firm prepares to go public by merging with blank-check company Northern Star Investment Corp. II, according to an announcement. Indeed, […]

Financial Fitness Group Expands Partnership with the Iowa Insurance Division to Continue to Provide Financial Literacy to Every Iowan

The Iowa Financial Fitness Challenge is an event-driven wellness program that provides interactive, effective, unbiased online instruction in personal finance and investing fundamentals. SAN DIEGO, CA, July 8, 2020 –Financial Fitness Group (www.FinancialFitnessGroup.com) and the Iowa Insurance Division announce the extension of their partnership to provide financial education to Iowans. For the last five years, the […]

Financial Fitness Group Adds Tricia Rothschild, Former Chief Product Officer and Co-Head of Global Markets for Morningstar, to Board of Directors

SAN DIEGO, CA, June 2, 2020 –Financial Fitness Group (www.FinancialFitnessGroup.com) announces the addition of Tricia Rothschild, CFA to its board of directors. Rothschild recently served as Chief Product Officer and Co-Head of Global Markets for Morningstar. In her 26-year tenure at Morningstar, she built and led numerous aspects of the firm’s business serving each of […]

Webinar Recording: Navigating Investing During Novel Coronavirus through Investor Education

Did you miss our recent webinar, Navigating Investing During Novel Coronavirus through Investor Education? Great news! You can view the recording by clicking here. Listen to Morningstar Director of Investor Education, Karen Wallace and Financial Fitness Group Founder, Joe Saari, discuss communication and education needs to help you empower investor success and explaining to them […]

Introducing Cashay: Celebrating Smart Money Moves and Financial Fitness With a Next Generation Editorial Perspective

NEW YORK – February 5, 2020 — Today, Verizon Media announced the launch of Cashay, a new personal finance hub developed for younger, diverse audiences, to offer a fresh perspective on money, how to manage finances, and prepare for the future at every stage of life. With a modern look and design, Cashay aims to […]