Cheryl Winokur Munk

A team of former Wells Fargo Advisors financial advisors has joined &Partners, a Nashville-based wealth management firm formed by former Wells Fargo executives.

The Meridian, Miss.-based team is &Partners’ 121st advisory practice.

Another report from the CFP Board also points to improving investor sentiment in the third quarter.

Initiatives by states and wealth managers come as budgeting, saving, and investing remain a challenge for many Americans.

0 seconds of 7 minutes, 7 seconds Volume 90% Listen Key Points Being too conservative with investments in retirement raises the likelihood you'll run out of money.

Key insight : RTP and FedNow are increasing their focus on international payments.

A recent Allianz Research study found that Americans lag behind peers in other developed countries on financial literacy, with one-third demonstrating

Key Points Many investors are taking some record equity gains off the table and turning to short-term investments, particularly ultra-short

Key insight : The Trump administration has taken a light approach to regulating buy now/pay later lending.

Key insights : Google has launched a new Google Wallet tool that helps parents manage their children's money.