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2019 News & News Releases

Knowledge of key investing concepts among investors is low, with two-thirds of U.S. adults who own taxable investment accounts failing to correctly answer more than half of the questions contained on a 10-question quiz of investor knowledge, according to new research released today by the FINRA Investor Education Foundation (FINRA Foundation). The study, "Investors in the United States: A Report of the National Financial Capability Study", indicates that many investors are confused about the various fees they pay for investing. Nearly one-third of investors believe they do not pay any fees or expenses at all for their investment accounts or they don’t know how much they are paying.

Many U.S. investors with "alarmingly low" levels of financial knowledge lack confidence in their ability to meet their financial goals, according to new research conducted by the FINRA Investor Education Foundation (FINRA Foundation) and the Global Financial Literacy Excellence Center (GFLEC) at the George Washington University School of Business. The study, "New Evidence on the Financial Knowledge and Characteristics of Investors", examined nearly 15,000 Americans, aged 25 to 65, who were not retired or in school.

The FINRA Investor Education Foundation (FINRA Foundation) today awarded Dr. Olivia S. Mitchell the 2019 Ketchum Prize—its highest honor—for her extraordinary research on pensions and retirement income and her efforts worldwide to advance financial literacy.

The FINRA Investor Education Foundation (FINRA Foundation) today released new fraud research that shows that the scams with the highest engagement and victimization rates involve online purchases and social media—outpacing telephone, mail and email fraud. In addition, individuals who are socially isolated or who have low financial literacy levels are more likely to lose their money to a fraudster.

Congratulations to the 50 new FINRA Foundation Military Spouse Fellows! This fellowship provides spouses with the training necessary to earn the AFC® (Accredited Financial Counselor) designation from AFCPE.

Americans are failing to save money, struggling with student loan debt and facing decreasing financial literacy, according to the FINRA Foundation’s most recent study of the nation’s financial capability.

To kickoff April as Financial Literacy Month, the FINRA Investor Education Foundation (FINRA Foundation) and the American Library Association (ALA) today announced the selection of 50 U.S. public libraries to be part of a national tour of the traveling exhibition, Thinking Money for Kids.

Starting today, the FINRA Investor Education Foundation Military Spouse Fellowship is accepting applications for its 2019 class of financial FINRA Fellows — a unique program designed to increase the financial capability of U.S. service members and their families.

2018 News Releases


2017 News Releases

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Angelita Plemmer Williams
FINRA Investor Education Foundation
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Washington, D.C. 20006-1506
(202) 728-8988

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