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Closing the financial literacy gap: Turning passion into action

By BNY Mellon’s Pershing and IN Research | December 04, 2018


Improving the overall financial education of the U.S population is a massive, long-term undertaking, but it is one that financial advisers are uniquely positioned to course-correct. This paper, based on unique research and data, as well as dozens of interviews with advisers and industry experts, highlights the contributions and efforts of a number of individuals who have found ways to successfully improve financial literacy. The paper details how advisers can help to improve financial education levels across a range of age groups, starting as early as grade school. In addition, it provides a framework for “turning energy into action,” which is a set of guidelines for finding the right organization or effort to work with. It also includes information on a number of existing groups that partner with thousands of advisers on a range of financial education initiatives.

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