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 and the Iowa Insurance Division Create a Financial Literacy Program for State of Iowa Employees

The Save4Later Program was created in the partnership of The Financial Fitness Group and the Iowa Insurance Division to help State of Iowa employees learn more about their financial knowledge regarding retirement, saving, creating a financial roadmap, and much more. The program is created to be flexible and fit a user’s daily life and be […]

A Must-Have Employee Benefit: Financial Wellness

80% of the American workforce lives paycheck-to-paycheck, which creates stress and worry among these individuals. Organizations need to start offering financial wellness as an added benefit to their employees. Many individuals struggle to manage their finances and don’t know where to begin correctly. Adding financial wellness to an employee benefit plan will increase employees’ confidence […]

Financial Fitness Group Is Selected As A Top Shortlister Vendor for Q2 2021

Financial Fitness Group is excited to share we have been selected as a Shortlister Top Vendor for Q2 2021 for the following categories: Financial Coaching Financial Coaching Tools Financial Education Financial Wellness Programs Q1 was quite successful here at FFG, and we couldn’t be more thrilled to be a top vendor, as well as a partner, on […]

Why Banks Need Digital Financial Education Programs for Consumers

Providing the opportunity to give customers financial education tools and resources through banks has been an increased discussion topic since COVID-19. This opportunity keeps banks competitive in the market and helps customers gain trust.  Here are 4 reasons why banks need digital financial education programs for consumers: Personalization Personalization for the consumer journey increases the […]

Changing Your Mindset About Money

Money mindset will set you up for success or failure with your finances. It’s been told many times before, but your mind is powerful and can alter how you perceive various factors of your life. If you view your finances negatively, that relationship has a negative outcome. Changing that to a positive mindset will shape […]

AI and Having a Digital Foundation in the Financial Services Industry

Artificial intelligence (AI) and having a solid digital foundation is crucial today in the world’s financial services industry. Having these two factors will keep companies ahead of their competition and continuously improve in their long-term strategies to overcome obstacles and provide a holistic transformation of the organization. The improved use of data and analytics will […]

Financial Wellness Trends in 2021

Financial stress can hurt a company and its employees. Job satisfaction, attitude, and performance can also be affected when finances come into play, making it challenging to succeed inside and outside the workplace. Making sure companies have a positive company culture, flexibility, diversity and inclusion, benefits, and other opportunities will create a better environment for […]

Lawmakers Share The Importance of Credit and Financial Literacy

Financial literacy and financial wellness are two critical factors to learn regarding finances. Education in both of these spaces plays an essential role in credit scores and creditworthiness.  According to The Hill, lawmakers share that people need financial literacy to improve their credit. The lawmakers also highlight that helping younger generations start financial literacy programs to maintain […]