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Financial Finesse

In PWD coverage since August 18, 2026 · 3 stories

PWD coverage

practice

Virtual wellness check-ins give advisors a near-retiree hook

Financial Finesse data links virtual wellness engagement to 401(k) persistence and readiness, giving practices a reason to add the service.

plans · Aug 18A year in a virtual wellness benefit moves older workers toward retirement readiness

plans · Aug 18Wellness engagement moves older savers to act on retirement planning

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.