All Rhode Island students will receive financial literacy education prior to graduating from high school under a new law signed by Gov. Dan McKee earlier this month.
"Financial literacy is key to a young person's future success," McKee said in a press release. "This legislation paves the way for our public high schools to provide young people with the skills they need to achieve their financial goals
The legislation will be implemented by the state’s education department in preparation for the 2022-2023 school year..
“With the passage of this bill, Rhode Island ensures all high school students have access to standards-aligned personal finance instruction while also providing educators with high-quality resources and professional development,” according to a release from the office of the state treasurer.
Two longtime RIA industry figures have joined the board of directors at TaxStatus, a fintech company that garners thousands of IRS data points on clients to share with advisors for improved financial planning oversight and time savings.
Sieg, 58, was head of Merrill Wealth Management, left in 2023 and returned that September to Citigroup, where he worked before being hired by Merrill Lynch in 2009.
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"QuantumRisk, by design, recognizes that these so-called "impossible" events actually happen, and it accounts for them in a way that advisors can see and plan for," Dr. Ron Piccinini told InvestmentNews.
Advisors who invest time and energy on vital projects for their practice could still be missing growth opportunities – unless they get serious about client-facing activities.
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Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
