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...

Building and maintaining financial security is increasingly difficult for a growing portion of American households. Wealth is less prevalent in middle-class households and increasing among the already well-to-do. At the same time, poverty is growing and concentrating disproportionately among the...

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.

A unique partnership between Unity One Federal Credit Union and Fort Worth's Washington Heights Elementary School created a "Kids Bank" that encourages savings and teaches children valuable financial skills that will benefit them for a lifetime.

Low-income residents in New Mexico now have more incentive than ever to save for a home, an education or their own business. In the 2006 legislative session, the state provided $1.5 million to fund the Individual Development Account Act that passed in 2003.