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Oct 22, 2020

Survey: Knowledge Worker Financial Concerns Reach New High

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Oct 06, 2020

BrightPlan Named “Hot Vendor” in Financial Wellness by Leading Analyst Firm, Aragon Research

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Aug 13, 2020

BrightPlan Triples Customer Base for its Total Financial Wellness Solution Amid Pandemic

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May 28, 2020

BrightPlan Adds HR and Tech Leaders As Growth Accelerates

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Apr 01, 2020

BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

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Oct 02, 2019

BrightPlan Smart Budget™️ Added To Revolutionary Financial Wellness Platform For Fortune 1000

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Aug 28, 2019

BrightPlan Introduces Revolutionary Financial Wellness Coach

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Jun 12, 2019

BrightPlan Expands Financial Wellness Platform to Power the Growth of the Fortune 1000

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Nov 01, 2017

BrightPlan Launches a First Hybrid-Robo Financial Advisor Certified for Fiduciary Excellence

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May 25, 2017

Silicon Valley Team Brings Digital Wealth Management to Everyone: Prumentum Group Raises $25M Series A, Acquires Stake In Financial-Planning Company Plancorp with $3.6B AUM

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Nov 17, 2020

COVID-19-related financial stress is hurting employee health and well-being

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Oct 30, 2020

Why diversity and inclusion initiatives need financial wellness

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Oct 28, 2020

HR and employees not on the same page when it comes to financial perceptions, survey finds

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Oct 23, 2020

Diversity, Equity And Inclusion: How Financial Wellness Can Help

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Oct 16, 2020

Constellation Research: DisrupTV Episode 210 - Feyzi Fatehi, Marthin De Beer, Robert Rosenberg

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Oct 13, 2020

15 Finance Pros Share Their Favorite Industry Info Resources

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Sep 15, 2020

20 Digital Innovators transforming work

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Aug 19, 2020

A New Vision For Financial Wellness

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Aug 10, 2020

Market Impact Insights: Marthin De Beer - The Wellness Principle

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Apr 01, 2020

BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

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Apr 01, 2020

BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

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Apr 01, 2020

BrightPlan Offers Free Financial Advice to Employees During Coronavirus Outbreak

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Feb 06, 2020

Financial Wellness: The New Must-Have Employee Benefit

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Jan 10, 2020

The Million Dollar Homeowning Poor

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Dec 27, 2019

Making Financial Wellness Smarter With AI & Cognitive Computing

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Oct 02, 2019

BrightPlan Smart Budget™ Added To Revolutionary Financial Wellness Platform For Fortune 1000

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Aug 29, 2019

BrightPlan Launches a Financial Wellness Coach

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Aug 28, 2019

Hybrid robo looking to offer financial wellness to retirement plan sponsors

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Jun 13, 2019

BrightPlan Enhances Financial Wellness Platform

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Jun 13, 2019

BrightPlan expands financial wellness platform

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Jun 13, 2019

BrightPlan Enhances Financial Wellness Platform

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Dec 01, 2017

Tools to tackle your own savings crisis

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Nov 14, 2017

$4bn RIA launches robo with ESG plans on the horizon

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Nov 07, 2017

BrightPlan Launches As First Hybrid-Robo Financial Advisor Certified For Fiduciary Excellence

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Nov 03, 2017

Weekly WealthTech Report: The First CEFEX-Certified Robo

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Nov 01, 2017

BrightPlan Launches ‘Hybrid-Robo’ Advisory Service

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Jul 07, 2017

BrightPlan finds co-working space is best solution for growth

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Jun 26, 2017

Plancorp Takes Unique Path To Digital Advice

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May 25, 2017

Upstart Robo Platform Prumentum Takes 40% Stake In Legacy $3.6B Independent RIA PlanCorp

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May 25, 2017

With $25 million in funding, Prumentum Group is building a “hybrid robo” wealth manager

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May 25, 2017

Cynosure, Fremont Back $25 Million Investment in Digital Wealth Platform

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May 25, 2017

Prumentum Group Raises $25M Series A Funding; Acquires Stake in Plancorp

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May 25, 2017

Robo-Advisor takes a stake in Plancorp

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Nov 27, 2020

‘Gamifying’ the Financial Wellness Process: BrightPlan’s New Coach

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