A financial advisor seeking to expand access to literacy and wealth-building tools has launched a new subscription-based education service run outside of his practice by him and his family. Futurvest – a training and coaching website created by Alex and Rosa Chalekian, and their sons Ara, Julian and Jeremiah –Read More →

THE culture of saving is something many Papua New Guineans struggle to master.That’s the message from the man PNG loves to follow in the national rugby league, Melbourne Storm center Justin Olam.Olam, as a brand ambassador for the National Superannuation Fund (Nasfund), sees the need to promote this savings concept.NasfundRead More →

RBI has held Financial Literacy Week (FLW) annually since 2016 to disseminate client information on the availability of financial and digital infrastructure and the merits of its wider use. It also alerted against cyber threats and educated on how to protect digital credentials from fraudsters. This is a theme-driven effortRead More →

Those interested in preparing for financial success can join the Chickasha Public Library’s free Financial Literacy Mini-Clinic. This four-week virtual clinic will be taught by Leslie A. Sledge, NACCC Certified Financial Counselor and Credit Restoration Specialist. Each session will cover a different financial topic, including Becoming Financially Healthy, Becoming Creditworthy,Read More →

Craig Keary, managing director of consulting technology provider Ignition Asia Pacific, says social responsibility expectations have accelerated throughout the COVID-19 pandemic and the industry is “ideally positioned” to meet the demand. . “Not only can it help people invest their money in a socially responsible way and provide affordable digitalRead More →

The International Association of Registered Financial Advisors (IARFC®) announces the 6 teams/individuals that will advance to the semi-finals of the National Financial Plan Competition. These undergraduate teams/individuals were selected from submissions representing universities nationwide with financial services programs. MIDDLETOWN, Ohio, January 18, 2022 /PRNewswire-PRWeb/ — The International Association of RegisteredRead More →

GERMANTOWN, Maryland–(BUSINESS WIRE)–SkyPoint Federal Credit Union (SkyPoint), a leading member-owned financial institution, and Frederick County Public Schools (FCPS), a high-performing school system of 68 schools in Maryland, announced a partnership to teach literacy finance in 11 FCPS high schools. “We are thrilled to partner with FCPS on this important program,”Read More →

(Credit: Unsplash) This article is brought to you in association with the European Commission. The European Commission and the OECD International Network on Financial Education (OECD-INFE) today released the EU / OECD-INFE Common Financial Competency Framework for Adults. This framework aims to improve the financial skills of individuals so thatRead More →

Norcross, GA – Stephanie Murdock of Purpose Driven Finances (770-568-3629) has announced open slots for her financial literacy seminars. Its goal is to help more people achieve financial freedom through simple and practical strategies. Norcross, United States – January 11, 2022 – Offering a lifeline for those in dire straits,Read More →

Financial planning can help you better understand where you are financially, how to prepare for the challenges ahead, and how to plan where you want to go. If you haven’t prepared a financial plan for yourself or your family, a financial advisor can help. Here are the typical steps inRead More →

Prince Bank supported the initiatives of the National Bank of Cambodia to advance the cause of promoting and creating financial inclusion among Cambodians Promoting financial literacy to the public has always been one of Prince Bank’s key initiatives, especially among the under-banked and unbanked customer segment. In line with itsRead More →

Providing or facilitating financial education is crucial for advisors who target or serve people of color as clients. Many people of color in the United States believe they won’t have enough savings for retirement, according to a report by Allianz, North American Life Insurance Company. Additionally, fewer people of colorRead More →

BOSTON, November 17, 2021 / PRNewswire / – Circle Internet Financial, LLC, a global Internet finance company that provides payments and financial infrastructure to businesses of all sizes, today announced the launch of Circle Impact. The initiative is dedicated to measurable improvement in three key areas: financial inclusion, responsible innovationRead More →

Only a third of Canadians have a good understanding of what a financial plan is Over 80% (wrongly) think it’s all about investment management Canadians with a plan are three times more confident of reaching their financial goals TORONTO, November 12, 2021 / CNW / – To mark Financial LiteracyRead More →

NEW YORK, November 4, 2021 / PRNewswire / – EY today announced the launch of EY Innovation Studio (EYIS): Strengthening Financial Security and Well-Being. The program is a key part of the company’s larger focus on financial well-being and long-term value. The first year cohort is focused on ‘Reframing Retirement,’Read More →

Developed in conjunction with the First Nations Child & Family Caring Society, the RBC Financial Literacy for Indigenous Peoples Course aims to affirm RBC’s commitment to reconciliation by providing resources to Indigenous peoples to support their financial well-being. TORONTO, 28 October 2021 / CNW / – Royal Bank of CanadaRead More →

Vincent D’Addona, Senior Partner, Strategies for Wealth Strategies for wealth Last name: Vincent D’Addona Solidify: Strategies for wealth Site: Lido Beach, New York Total value of policies: $ 1.9 billion Forbes Rankings: America’s Top Financial Security Professionals Fund: D’Addona, 64, studied biochemistry at Cornell where he also took courses inRead More →

The Shriram Group has launched an initiative to provide financial security and a safety net for employees and their families to deal with situations due to the pandemic. The “We Care” program was introduced with the organization recognizing that employee benefits can change the lives of its employees, especially thoseRead More →

SAN FRANCISCO–(BUSINESS WIRE)–Education and financial services are unequally distributed in the modern economy. Marginalized communities fear working with financial systems or have been cut off from opportunities to accumulate wealth. To expand financial literacy education and help the next generation of financial planners be as diverse as the clients theyRead More →

London must “focus relentlessly on strengthening its international competitiveness to win back the award as the world’s leading international financial center”, says lobby group TheCityUK Britain must lower bank taxes and make it easier to hire staff from overseas, its financial and professional services lobby has said in a planRead More →

BOSTON–(COMMERCIAL THREAD) –Commonwealth, a national non-profit organization that creates financial security and opportunity through systemic change, today announced the ARPA Access Initiative, funded by JPMorgan Chase, the Prudential Foundation, the Rockefeller Foundation and the WK Kellogg Foundation. Fundamental tax code changes included in the American Rescue Plan Act of 2021Read More →

Ladder is a platform for publishing various picture books and online programs with the mission of empowering over one million children to become social entrepreneurs. Our current series features interviews from our interplanetary journalist Spiffy with inspiring social entrepreneurs and entrepreneurship ecosystem builders, who advance the UN SDGs. Happy toRead More →

Women face unique challenges in achieving their lifelong financial well-being and security. The COVID-19 pandemic has exacerbated the problem. Find out why and more importantly, explore solutions to overcome the challenges in a special virtual discussion with industry experts, presented by the Wisconsin Department of Employee Trust Funds, June 24Read More →

In recent years, many more Indians have started investing in mutual funds and campaigns like “sahi hain ‘mutual funds clicked. Lagging, stock purchases have also increased, thanks to the emergence of new technology-driven equity investment platforms. But, do Indians plan enough for their retirement? Not enough. More than half ofRead More →

Mindy Ying, President and CEO of Pillar Pacific Capital Management, LLC, believes money management is essential to achieving a person’s goals and dreams. Pictures of Kamala Kirk Mindy Ying, President and CEO of Pillar Pacific Capital Management, LLC, believes money management is essential to achieving a person’s goals and dreams.Read More →

This may seem obvious, even simplistic. But having home equity and retirement accounts are essential for most families’ financial assets and, by extension, retirement security. According to a new study from the nonpartisan Employee Benefits Research Institute (EBRI), home equity and retirement accounts — 401(k)-type plans and IRAs — accountRead More →