Wrapping Up National Financial Literacy Month on Capitol Hill
On April 28, FSI took part in the 2017 Financial Literacy Day on Capitol Hill to conclude National Financial Literacy Month. The annual event, organized by the Jump$tart Coalition for […]
Category Archives: financial literacy
Envisioning a Financially Literate Future
On Tuesday, April 5, FSI took part in the 2016 Financial Literacy Day on Capitol Hill. Organized by the Jump$tart Coalition for Personal Financial Literacy, the event featured over 50 […]
The Secret of Wealthy Older Adults
How much do your grandparents (or parents) know about money? The answer might determine how much they have in their bank accounts. That’s the finding of Joosuk Sebastian Chae, a graduate […]
FSI Takes Part in Financial Literacy Event in Florida
As part of our ongoing effort to make a positive impact in communities across the country, FSI took part in another successful financial literacy event recently at Killian Senior High […]
FSI Win: New York Senate Financial Literacy Bill
On Tuesday, October 21, 2014, Andrew Cuomo, the governor of New York, signed into law New York Senate Bill 7344. The bill creates a financial literacy program for teenagers and […]
FSI Financial Literacy Event with Rep. Hank Johnson (GA-4)
FSI has made financial literacy education a priority in 2014 and has worked to set up financial literacy events around the country in concert with interested federal and state legislators. […]
The Balancing Act on Lifetime Promotes Independent Advice
This morning, independent financial advisor Carina Diamond, Managing Director of SS&G Wealth Management, along with Catherine Bonneau, president and CEO of Cetera Financial Institutions, a member firm of FSI, discussed […]
Retirement Savings: How Much Is Enough?
A new study from the Boston College Center for Retirement Research (CRR) finds that 50% of working families won’t have a big enough nest egg to maintain their standard of […]
Advisors and Social Media: The Importance of Access
According to data from smarsh.com, not being engaged with clients or potential clients via social media could hamper relationships with a younger generation of investors. The 2014 study provided some […]
FSI, Rep. Capito Discuss Industry Issues
This week, FSI met with Rep. Shelley Moore Capito (R-WV), pictured right with FSI President and & CEO Dale Brown, to discuss issues concerning our members. It was a pleasure […]
