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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.
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