For more stories like this, sign up for the PLANADVISERdash daily newsletter.
In Practice November 20, 2023
Adviser Talks: Kenneth Catanella On Financial Wellness
The UBS managing director explains why financial wellness for participants is much more than “a nice to have benefit."
Reported by PLANADVISER Staff
At this year’s PLANADVISER National Conference, current and past Plan Adviser of the Year finalists and winners spoke about core areas of focus and trends in their practices.
In this brief video, Kenneth Catanella, managing director at UBS, discusses how the retirement plan advisement space has evolved to providing holistic financial advice to participants.
You Might Also Like:
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/07/10121151/PA-071024-Spotlight-Gen-X-Savers-1215833951-web-432x243.jpg)
Gen X, With Retirement “Around the Corner,” Not Confident in Income Replacement
Three distinct reports agree Gen X needs financial guidance via the workplace—with participants valuing transparency and honest dealing.
![Art by Kiki Ljung](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/04/02135927/PAQ2_24-ID5_Participant-401k-Connection-Kiki-Ljung-web-1-432x243.png)
By the Numbers: Participant Retirement Saving Strategies & Outcomes
The final PLANADVISER In-Depth installment for this quarter reveals the saving outcomes for participants depending on their strategies.
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/06/11154136/PA-0611240-Participants-Not-Using-Financial-Wellness-Programs-1588091919-web-432x243.jpg)
Why Aren’t Participants Using Financial Wellness Programs?
Cerulli found that most financial wellness solutions are used at a rate of under 20%, with muddled communication and definition...
« Fidelity Sees Quarter-on-Quarter Decline in Retirement Balances