Financial planning

Women in the United States have a lot in common when it comes to managing their money. They prioritize financial stability and nearly half equate negative emotions with financial planning - far more than men. Join Financial Planning’s Lynnley Browning and Jennifer Barrett, Acorns’ Chief Education Officer as they discuss and explore how financial institutions can better engage with women and help them create a new model of wealth.

In partnership with the startup Hope Trust, the Chicago bank is piloting tools that will help people with disabilities, their families and caregivers manage their finances, government benefits and medical care.

Ta is aiming to reduce turnover at Wells Fargo Advisors by revamping the succession planning program.

Free investment education and testing for risk tolerance are among the ways financial firms can better reach underserved consumers, former SEC chief Jay Clayton and Operation HOPE’s John Hope Bryant say.

Discovery Bank in South Africa and other overseas financial companies say healthier customers are more profitable. They are giving reward points, gym subsidies and even free Apple Watches to those who meet fitness goals.

Like LendUp, a small-dollar lender, Ahead Financials is targeting consumers who are gainfully employed but have blemished credit histories.

In an exclusive interview announcing the regulator's new financial inclusion program, NCUA Chairman Rodney Hood explains why the time was right to double down on the agency's efforts to expand access for marginalized communities.

JPMorgan Chase is funding a two-year initiative in which Commonwealth, a nonprofit, will study the impact of artificial intelligence and other technologies on the financially vulnerable.

From student-run branches to courses on credit, budgeting and more, one of the industry's longest-running partnerships is being upended as districts across the country move to virtual learning.

Nationwide lockdowns forced banks to close brick and mortar outlets and rely heavily on drive up windows, mobile and online access. BBVA has proven that even in the middle of crisis and chaos, retail still fits into the banks overall strategy.