- Advisors Magazine
Financial Success for The Masses
Much is written nowadays about income inequality in America. “The average net worth per capita among white Americans is roughly $437,000 per person, whereas this value is $105,000 among Black people and $53,000 among
- Bill Millar
Tackling Financial Literacy
Financial literacy remains below global averages among North Americans of all ages, but is the lowest among members of the youngest generations.
- Bill Millar
Financial Literacy Begins at the Dinner Table
In New Evidence on the Financial Knowledge and Characteristics of Investors, researchers from the Financial Industry Regulatory Authority (FINRA) and the Global Financial Literacy Excellence Center (GFLEC) at the
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Sep 13, 13:20 pm
Financial Success for The Masses
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Apr 05, 07:00 am
Tackling Financial Literacy
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Feb 07, 05:14 am
Financial Literacy Begins at the Dinner Table
- Bobby L. Hickman
3 Keys to a Lasting Client Relationship
Many financial planners find that volunteering in their community through such activities as offering basic financial literacy classes can bring significant returns on both a personal and professional level.
- Joe Innace
Customizing Client Education
More schools require high school students’ complete classes in finance and economics, but change is still needed and fast. The 2020 Survey of the States – conducted by the Council for Economic Education – is beginning to show an increase
- Bobby L. Hickman
Financial Literacy Challenges Remain
Poor financial literacy continues to hamper many Americans’ quest for prosperity and security. While more schools now offer personal finance courses for younger people
- Bobby L. Hickman
More Millennials Turn to Advisor
More millennials are turning to financial advisors as they get an early start on planning their financial future, providing opportunities for advisors to expand their client base.
- Bobby L. Hickman
More Investors Investing With a Purpose
A growing number of investors are prioritizing socially responsible outcomes in addition to financial results as they align their assets with personal values through environmental
- Joe Innace
Online Trading Platforms Don't do Taxes
In the United States, about one out of every 210 people has experience trading online, according to Asktraders.com. The phenomenal growth of internet trading, mobile apps
- Advisors Magazine
Narrowing The Black - White Wealth Gap
The net worth of a typical White family in the U.S. is $171,000, but it is only $17,150 for a typical Black family, according to a February 2020 report from the Washington-based Brookings Institution.
- Joe Innace
Bridging the Wage Gap
In 2020, women made only $0.81 for every dollar men made, according to payscale.com, widely regarded as the world’s most advanced compensation platform. Increasingly, that wage gap – and particularly its potential cumulative
- Joe Innace
Enjoying a Healthy Dialog with Clients
Women have made major strides in recent years “to become the most powerful consumers and gain social and professional positions,” according to a Penn State Financial Literacy
- Bobby L. Hickman
Expanding financial literacy
American families continue to struggle with financial literacy – the ability to understand how to make smart money decisions. When people know how to handle their assets better,
- Bobby L. Hickman
Improving Financial Literacy Skills
Financial literacy continues to provide challenges for American families, despite industry-wide efforts to strengthen consumers’ understanding of basic money management techniques.
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