Real Money, Real Experts  artwork

Working Towards a More Inclusive, Equitable Market with Keynote Speakers Ritta McLaughlin & Olivia Valdes

Real Money, Real Experts

English - November 08, 2022 17:00 - 39 minutes - 27.1 MB
Non-Profit Business Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed


This week, we're speaking with joint #AFCPE2022 keynote speakers from the FINRA foundation: Ritta McLaughlin,  the Director of Investor Education Community Outreach & Olivia Valdes, Senior Research Analyst. In this episode, we dive into trends across multiple areas of the market such as the idea of intergenerational wealth and its contribution to massive wealth gaps, and the importance of truly understanding the nuances of the populations we study.

Tune in for more impactful, data-driven takeaways from the FINRA National Financial Capability study and listen to the full presentation at #AFCPE2022--register to attend virtually today!


Show Notes:
2:20 Into the FINRA National Financial Capability Study
14:53 Market participation across race and ethnicity
18:16 Gender investing trends
19:53 How can we impact this challenge and become a more inclusive market?
31:18 Fun facts!
34:56 Ritta and Olivia's final 2 cents

Show Note Links:

Connect with FINRA on LinkedIn, Twitter, Facebook,or Contact 2021 NFCS Report Bridging the Divide Interact with the Data

Want to get involved with AFCPE®?
Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today!

Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

Twitter Mentions