Displaying 44 results
Millennials, Gen Z starting earlier on ‘serious’ financial planning
Compared to boomers, younger generations are getting quicker starts to equipped themselves for their financial journeys.
What’s a 401(k)? Two-fifths of Americans admit they don’t know
National poll reveals worrying knowledge gaps, demographic differences in financial habits, and popular money-saving strategies.
What Americans don’t know about finance is costing them dearly
Poll of 2,000 US adults finds financial knowledge gaps lead to thousands of dollars in losses, especially for Gen Z and millennials.
Fidelity unveils for-teens, by-teens thematic baskets
Billed as an industry first, the investing giant’s new thematic lineup targets three sectors and trends that are on next-gen investors’ radar.
Fidelity unveils next-gen campaigns in fight for financial literacy
The company is drafting its 74,000-plus army of associates to raise the bar on middle school and high school financial education.
All US states failing to provide adequate basic financial literacy education: NFEC
Analysis finds that financial education falls short of what's offered in other subjects.
Americans still flunking financial literacy
Financial education provider’s latest annual test results show marginal improvement among younger takers, with less than half passing.
K-12 financial education has grown stronger
Biennial research reveals ‘banner two years’ as wave of legislation drives personal finance and economics courses in high schools.
Helping kids understand the meaning of money
'People are starting to understand that health also means financial health,' says Liz Frazier of Frazier Financial Consultants.
What, me worry? Most people’s retirement egos are inflated
While many say they can easily cut spending in retirement, one advisor says it's not so easy.
Democrats would boost savings with 401(k)s for babies
Several states have such programs, and extending the accounts to the federal level could decrease the wealth gap, legislators say
Students failing on fin lit, but advisors can help
While nearly half of all states require financial education courses to be available, there are gaps.
Financial literacy trainings tripled in 2022, FPA says
April is Financial Literacy Month, a time to help local communities learn more about saving and investing.
Black Americans more engaged with investing, especially outside the mainstream
Black Americans increasingly turn to newer types of assets, like cryptocurrency, that are less likely to be associated with structural discrimination, according to a study from Ariel and Schwab.
San Francisco 49ers push finlit with robo-adviser Stash
The NFL franchise will expose Stash’s financial literacy programs to 6 million fans via social media and 11 million viewers that watch the team during a broadcasted game.
Stash to acquire PayGrade, surpasses $3 billion AUM
Stash announced its first acquisition of financial literacy platform PayGrade following an increase in assets under management.
Providing the building blocks of financial literacy training
The pandemic has reminded us that too many Americans are being left behind economically, and the stats for financial education demonstrate that is happening in the classroom too.
Mana Money School spreads the wealth
Mana Money School offers bite-sized lessons that cover core topics in personal finance, introducing the basics of wealth management.
Celebrating financial literacy efforts
More people participating in wealth management is a positive for the markets. But blindly following bad advice opens up the dark side of investing.
FSI advocacy priorities for 2021
For independent advisory firms and advisers, the Biden administration’s approach to regulation will be among the most consequential outcomes of the November elections.
