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PLANNING AHEAD: Bethany Lardaro, vice president and wealth adviser at Washington Trust Wealth Management, says she’s encouraged by young people’s awareness of retirement savings plans such as Roth IRAs, and she suspects it has something to do with social media. 
PBN PHOTO/ELIZABETH GRAHAM

When it comes to saving, Gen Z sets good example

Bethany Lardaro, a certified financial planner with Washington Trust Wealth Management, is seeing more young people in her office, even if they’re not always...

Shift from active to passive approaches tipping point in 2019

BOSTON – A line between active and passive funds is set to be crossed next year. When it comes to mutual funds and exchange-traded funds...
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