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Data-driven research, thought leadership, events, and more to help organizations build happy and healthy workforces.

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Financial wellness may sound like a buzz phrase, but it's a crucial part of a person's wellbeing. If you want to have the freedom and security to do what you want without spending your time s...

What is financial wellness?  For the employee, it's a measure of his financial health, which covers a range of indicators, such as debt-to-income ratio, emergency savings, and retirement readiness.  For employers, it's a program designed to help...

NOTE: The opinions in this article are the author's and do not necessarily represent the views of Shortlister   The aim to empower consumers and improve financial health is taking center stage in the financial industry. But why now?...

NOTE: The opinions in this article are the author's and do not necessarily represent the views of Shortlister Everyone deserves access to the tools and services that can help them achieve financial security. But for too long, the financial service...

NOTE: The opinions in this article are the author's and do not necessarily represent the views of Shortlister Women in the workforce are making great strides. But when it comes to their financial (and overall) stress, finding a way to reduce it co...

After onboarding the top Financial Wellness Vendors into Shortlister, we decided to document what we learned about the space in this simple Buyer's Guide.  This comprehensive guide offers everything you need to know about the Financial Wellness I...

What is financial wellness?  For the employee, it's a measure of his financial health, which covers a range of indicators, such as debt-to-income ratio, emergency savings, and retirement readiness.  For employers, it's a program designed to help...

Shortlister conducted a survey of the top wellness subject matter experts at the nation's leading employee benefits consultants.  We wanted to understand the wellness industry trends and the challenges that employers are facing.  This report sum...