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Financial Security in 2026: Tips for Investors and How Firms Can Help

Episode 184 Published 5 months ago
Description

Financial security is about more than just building wealth: It's about resilience, preparation, and having the tools to weather whatever comes your way. And right now, with rising costs, market volatility, and evolving fraud risks, investors need that security more than ever. 

On this episode, FINRA Investor Education Foundation President and Senior Vice President of Investor Education Gerri Walsh discusses what financial security really means in 2026, and how firms can help protect and empower their customers. This conversation sits at the heart of FINRA Forward, our commitment to evolving alongside the rapidly changing securities industry in support of our mission of protecting investors and market integrity.

Resources mentioned in this episode:

BrokerCheck

Market Data Center

Fund Analyzer

Fixed Income Data

FINRA Investor Education Foundation

Protecting Consumers from Fraud

FINRA Forward

Blog Post: FINRA Forward’s Rule Modernization—An Update

Blog Post: Vendors, Intelligence Sharing and FINRA’s Mission

Blog Post: FINRA Forward Initiatives to Support Members, Markets and the Investors They Serve

Ep. 168: Investing Wisely in 2025: Avoiding Scams and Achieving Your Financial Goals

Ep. 183: Investors in the United States: Key Trends and Insights from the National Financial Capability Study

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