3 games aim to teach you to invest, plan and talk about money

Investment companies and advisers are experimenting with the games to help them win clients.
APR 07, 2014
It is famously difficult for people to wrap their minds around complicated financial concepts, especially the idea that the market is random, and the idea that your emotions play much more of a role in your management of money than you realize. As Jack Bogle said recently in a speech, the urge to speculate has probably been with us forever. See Jack Bogle's warnings for investors Investment companies and advisers are adopting gaming tools to help them spark conversations and win more clients. But you can use them on your own — these three are free, and may help make learning about investing fun, more interesting, or they may lead to more conversations in your household about money and investing. The Money Mind Analyzer is a question-and-answer game to help couples determine whether each partner's financial life is driven by fear, happiness or a desire for commitment. Fidelity Labs' “Beat the Benchmark” rewards you with "cash" to invest for correctly answering questions about investing. Another game, FlexScore works by generating a numerical score that reflects a consumer's financial health. Measured on a scale of 1 to 1,000, the tool — billed as “financial advice for the rest of us” — calculates investments, savings, debts, future goals and related expenses. Users get more points based on “action steps” taken to boost their score along with a visual display of how harmful financial decisions can decrease their score.

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.