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In theory, financial professionals are relatively distinct: A broker conducts transactions in securities on behalf of others; a dealer buys and sells securities for his or her own accounts; and an investment adviser provides advice to others regarding securities. Broker-dealers and investment More information...
Audience: Researcher
Type of Resource: Report
Date: 3/27/2012
This environmental scan focuses on financial and/or health literacy initiatives for low-income or underserved consumers. AIR conducted a review of literature from 2005 through 2010 and conducted interviews with program officials from Federal agencies and private organizations to develop key More information...
Audience: Researcher
Type of Resource: Report
Date: 3/27/2012
This study assessed the financial literacy of rural Oklahomans age 65 and older, their current use of and attitudes towards using credit cards and other types of consumer debt, and the consequences of increased debt for this population, based on a survey of 106 individuals. Overall, the financial More information...
Audience: Researcher
Type of Resource: Report
Date: 3/27/2012
In response to a mandate in the Dodd-Frank Wall Street Reform and Consumer Protection Act, this report addresses (1) what is known about which methods and strategies are effective for improving financial literacy, and (2) the feasibility of a process for certifying financial literacy providers. More information...
Audience: Researcher
Type of Resource: Report
Date: 3/27/2012
The Credit Card Accountability, Responsibility and Disclosure Act of 2009 mandated GAO to examine the relationship between fluency in the English language and financial literacy. Responding to this mandate, this report examines the extent, if any, to which individuals with limited English More information...
Audience: Researcher
Type of Resource: Report
Date: 3/27/2012
The Financial Literacy and Education Improvement Act created, in December 2003, the Financial Literacy and Education Commission. Responding to the act’s mandate that GAO assess the Commission’s effectiveness, this report reviews its progress in (1) developing a national strategy; (2) developing a More information...
Audience: Researcher
Type of Resource: Report
Date: 3/27/2012
GAO was asked to review (1) strategies that experts recommend retirees employ to ensure income throughout retirement, (2) choices retirees have made for managing their pension and financial assets for generating income, and (3) policy options available to ensure income throughout retirement and More information...
Audience: Researcher
Type of Resource: Report
Date: 3/27/2012
The Dodd-Frank Wall Street Reform and Consumer Protection Act mandated that GAO study the oversight of financial planners. This report examines (1) how financial planners are regulated and overseen at the federal and state levels, (2) what is known about the effectiveness of this regulation, and More information...
Audience: Researcher
Type of Resource: Report
Date: 3/27/2012
In this report, GAO's objectives were to determine: (1) what benefit payout options and accompanying information pension plans make available to participants at retirement, (2) what benefit payouts plan participants receive at retirement, and (3) the actions available to help retiring participants More information...
Audience: Researcher
Type of Resource: Report
Date: 3/27/2012
GAO was asked to report on the implications of proposals to restructure the U.S. Social Security system by using a voluntary approach to individual retirement savings accounts accounts. GAO studied three countries that have enacted voluntary.individual account plans—the Czech Republic, More information...
Audience: Researcher
Type of Resource: Report
Date: 3/27/2012