Author: Dani Fava

As Head of Strategic Development at Envestnet, Dani accelerates the firm’s strategic vision to help advisors make financial wellness a reality for more people. Dani draws on more than 15 years of wealth management and technology experience, and most recently served as Director of Institutional Innovation at TD Ameritrade Institutional. Dani was named to the 2020 IA25 by ThinkAdvisor, which also honored her as one of the Top Women in WealthTech for 2019. Follow Dani on Twitter at @ENVDani.

Financial Planning/Financial Wellness/MyBlocks

Promoting Employee Financial Wellness With MyBlocks

December 3, 2020December 3, 2020 Dani Fava

Financial wellness for everyone. You’ve heard us talk about how we think this is an achievable goal and that we’re committed to making it a reality through our partnerships, programs, tools, resources, and solutions...