Insights for business leaders and financial advisors.
Join our financial empowerment mission for people, businesses, and financial advisors.
Steve Wilbourne, Questis Founder & CEO, Provides Insight on Financial Empowerment
Founder and CEO of Questis, Steve Wilbourne, gives insight into the industry of financial wellness and empowerment and tells how he began the Questis journey. After working as a financial…
Questis, an Industry-Leading Workforce Financial Empowerment Company Announced its 2021 Rebrand
Questis is relaunching in 2021 to fill the gap left by ineffective financial wellness programs and is now shaping up to be the preferred direct solution in the employee benefits…
Proactive Plan Sponsor Communication Recommendations During COVID-19
Because of recent news surrounding Coronavirus (COVID-19), we wanted to take this time to share a few messages and recommendations.
Firms Need to Embrace Technology and They Need to Do It Now
As we know, the financial services industry is known for its slow uptake of new technology, favoring instead the ‘tried and true’ tactics...
TCG Powers Wellness with Questis
TCG Advisors, LP (TCG), has launched FinPath, a unique, comprehensive financial wellness program, powered by Questis.
Now Trending: Financial Coaching
Financial coaching is gaining ground as a key ingredient in successful financial wellness programs.
Gen Z Is Coming: What Advisors Need to Know
When they’re not typing ‘uwu’ into a text message, Gen Zers are busy learning from their elders’ financial mistakes. Gen Z―those born aft...
This Is Not Your Father’s Retirement
Retirement trends are changing. No longer are people expected to spend their days playing golf and bridge (unless they want to, of course...
Financial Fitness for Life Partners with Questis to Deliver Comprehensive Financial Wellness
Financial Fitness for Life Partners with Questis to Combine In-Person Coaching with Technology to Deliver a Comprehensive Financial Welln...
Is Financial Stress the New Smoking?
Having less stress in our lives generally has a positive impact on health. But what about reducing financial stress? Is there really a re...
Financial Stress Seminar Focuses on Costs to Companies and Their Employees
Financial stress burdens too many Americans’ lives on a daily basis. Employees are turning to their employers for help. A recent seminar,...
Generational Differences: The More Things Change, the More They Stay the Same
Gen Z (born since 1996), the first generation to grow up as true digital natives, is now entering the workforce. This generation makes up...
‘Trapped and Strapped’: Employees Need FinWellTech and Advisors Need to Update Their Business Models
As retirement plan advisory firms move toward incorporating data and technology to scale the management of plan participants, Questis’ Jamie
When It Comes to Finances, What Is Behavioral Economics?
An introductory course on behavioral economics.
Mentoro Works with Questis to Offer a Comprehensive Financial Wellness Solution
Mentoro Works With Questis To Offer A Comprehensive Financial Wellness Solution That Corrects The Retirement Crisis Alpharetta, GA and Ch...
Humans Plus Technology Solve the Financial Wellness Problem
Digital advisors are the wave of the future and the good news is that they’re already here. Robo-advisors seemed like a good idea. Firms ...
Questis Celebrates National 401k Day!
September 6 marks this year’s annual 401k Day. While saving for retirement can be challenging in the current economic climate, almost hal...
Best Possible Outcomes | 2019 Retirement Outcomes Conference
Day One Outcomes 2019 kicked off with the easiest synopsis of why advisors should pay attention to financial wellness and participant eng...
Tips for Digital Transformation Success
Whether you’re planning to integrate a financial wellness technology solution or a full-on digital transformation effort, here are a few ...
Digital Strategy Success Requires Teamwork and Communication
Whether you’re planning to integrate a financial wellness technology solution or a full-on digital transformation effort, here are a few ...
