Casey Bates, our managing director of strategy and growth, wrote an article for Financial Advisor Magazine about the rapidly emerging market for financial wellness programs. For employers, these programs can help limit their employees’ financial stress, boosting morale and productivity. And for advisors, a financial wellness program can be an effective way to grow their business and reach new clients. Casey walks through the main opportunities and challenges in this space, which is expected to become a $40 billion market in the next decade.
LIVE WEBCAST: From Change to Choice: Your Strategic Assessment for Independence
Wednesday, October 29, 2025 | 4:00 PM Eastern Daylight Time How do you build a stable, independent practice? Brett Hina, Managing Partner at Cornerstone Private
