Displaying 27 results
High school financial literacy education now mandatory in Oklahoma
State Governor Stitt signs legislation adding financial literacy education as a requirement for high school graduation.
Bridging the wealth gap: The power of financial education
By financially empowering underserved communities, advisors can play a crucial part in tackling inequality.
The symphony of financial planning
Pop musician turned advisor on transferring skills from the studio to keeping the ‘personal’ in finance.
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.
Now’s the best time to teach kids to invest
Look for coachable moments, opportunities that pop up in the flow of ordinary life
Reps working hard to calm panicky investors
The uncertain economic recovery and stock market volatility, which have driven many equity investors to the bond market, are leading advisers to do intensive client hand-holding.
Money-related stress leads to depression: Study
Could financial education be as important to good health as regular exercise and a proper diet? Just…
Setting a standard for financial literacy
PUTTING ASIDE THE IRONY of a debt-laden and spendthrift federal government's launching yet another initiative to raise Americans'…
Comic relief: A new approach to reviving Carnegie’s wisdom
Although Napoleon Hill has been dead for more than 40 years, his popular wealth-building book has found a hip new outlet.
It’s never too early
You're never too young to start learning about money and how to manage it
Online exam to test teens’ financial smarts
Although some may question the financial acumen of an institution $14 trillion in the red, Uncle Sam wants to teach America's high-school-age students more about finance so that they will be better prepared to make personal financial decisions
Advisers look toward the next generation
Here is a way for financial advisers to keep abreast of ways to engage the next generation: an entertaining website to share with parents or grandparents, who can in turn share it with their young ones
CFPs face fee hike — and are loving it
Generally speaking, financial advisers aren't exactly overjoyed when one of their industry associations raises its dues
CFPA lite? Obama sets up new financial products council
President Barack Obama today signed an executive order setting up a new presidential board that will support financial products and services deemed beneficial to consumers.
Meltdown jolts consumers from financial fairyland
Financial planners around the country say there is a sense that people are returning to basic principles: Maximize savings; limit use of credit cards; keep a substantial emergency fund; understand risk; diversify; and don't short-cut your way to wealth.
From ‘Eight’ to Series 7
So you think only ordinary people have financial troubles?
Advisers can now officially become retirement specialists
The Retirement Income Industry Association has formally introduced a new educational course designed to help financial advisers be certified as “retirement management analysts.”
Not just for children
Although the Alliance for Investor Education hopes that many teachers will gravitate to its newly released resource list of financial-education websites for children, the market downturn may also drive some adults “back to school.”
Military spouses receive financial training
Finra is continuing to reach out to the spouses of military personnel to give them the training to help others deal with financial difficulties.
Tips for when everything isn’t A-OK
Elmo's world is getting a little bigger.
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