The paper uses an Australian case study to investigate the changing face of the financial planning arena. It provides an introduction to the establishment of the financial planning industry in Australia. In particular it focuses on the way financial planners have been required to develop...

What began several years ago as a network of matched savings programs to encourage low-income Texans to save has blossomed into a statewide, comprehensive asset-building movement now known as RAISE Texas.

Since 2007, the state of New Mexico has invested $2.45 million to support Individual Development Accounts (IDAs) for New Mexico savers. This funding provides a much-needed local match required by federal IDA funding, which was awarded through the Assets for Independence Act.

The national Community Action program began in the 1960s to serve as a focal point in local communities for the war on poverty. Programs were established in a majority of counties across the U.S., including some in rural areas. Many programs continue to thrive today, and in mostly rural southern...