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.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
