Financial literacy

New Fidelity research shows a surge in plan sponsors offering financial wellness programs that could overlap with traditional advisor services, raising questions about future roles.

Older and younger Gen X clients have very different needs, goals and outlooks. Advisors who treat them as one group risk missing the mark.

Investors are increasingly turning to generative AI for financial advice, according to a Betterment survey. Advisors say tools like ChatGPT can provide useful information to investors, but they rarely understand a client's whole picture.

Many former college athletes will receive large lump sums, and current players face new NIL guidelines that come with large, officially sanctioned payments.

The program to coach Division I players on wealth management concepts comes as they navigate new layers of complexity from new sources of potential pay.

A TIAA Institute survey found that the average U.S. adult cannot answer a majority of retirement-related questions. Financial advisors say that's a problem.

Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.

Age, gender, and race can all play a role in how clients view relationships with their financial advisors, according to new research from the TIAA Institute and MIT AgeLab.

Financial advisors need to educate themselves on the unique financial issues facing women as they age if they want to better advise their clients, experts say.

The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.

It's never too early to school future heirs on the mechanics and productive uses of family wealth.

Most Americans wish they had started saving for retirement sooner and that they hadn't withdrawn money early from retirement accounts, a recent study says.

Merrill Wealth Management and IMG Academy are partnering to bring financial education to those looking to succeed on and off the field.

Arkansas and Alaska are among the states where residents have the least financial literacy, according to a new report.

The top state in the ranking received a total score for financial literacy of 72.46 out of 100.

The budgeting app has already garnered support from NBA superstars and is looking for more growth.

The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.

From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.

Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.

Financial education is a team sport. That's why Morgan Stanley alum Drew Hawkins founded Edyoucore, a company that helps young sports stars take their wealth into overtime.