College News Roundup: November 4-16, 2024

Land & Everything Else | Philanthropic Advising with Dr. Jennifer Lehman
October 31, 2024

In this podcast episode, CAP® Program Director Jennifer Lehman, PhD, JD, CFP®, CAP® explains how professionals can improve their estate planning and charitable giving advice with the Chartered Advisor in Philanthropy® (CAP®) designation.

ThinkAdvisor | American College Opens Enrollment for New Tax Certification
November 4, 2024

Professor of Practice Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA describes the building of The College’s new Tax Planning Certified Professional™ (TPCP™) Program and how it delivers valuable knowledge to financial professionals.

Reuters | AI May Be Key to Filling Demand for Paid Financial Advice in U.S., If Regulation Allows
November 6, 2024

RICP® Program Director and artificial intelligence (AI) expert Eric Ludwig, PhD, CFP® explains how AI can be used to fill some of the gaps between services requested and rendered in financial services.

InvestmentNews | The 2024 InvestmentNews Women to Watch Winners Revealed
November 7, 2024

Lindsey Lewis, MBA, ChFC®, CFP® managing director of the American College Center for Women in Financial Services, is honored as one of the winners of the 2024 InvestmentNews Women to Watch Awards.

FedSmith | Zero Percent Return for the C Fund Over the Next 10 Years?!
November 7, 2024

WMCP® Program Director Michael Finke, PhD, CFP® shares his thoughts on potential low interest returns and how financial professionals will need to adjust to this new reality.

MoneyGeek | Average Cost of Life Insurance in May 2024
November 11, 2024

Professor of Practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® weighs in on the best approaches to managing life insurance in retirement, along with his fellow industry experts.

LPL Financial | LPL Financial Foundation Awards Over $1 Million to Support Enhancing Diversity in Wealth Management
November 11, 2024

The LPL Financial Charitable Foundation announces its latest round of grant recipients, including The College.

Financial Advisor | When Traditional IRAs Are Better Than Roths
November 12, 2024

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® and Eric Ludwig, PhD, CFP® discuss the merits of traditional IRAs versus Roth IRAs and the position both have in sound financial planning.

WealthManagement.com | The Profession Has Failed Past Entrants
November 12, 2024

In this op-ed, College President and CEO George Nichols III, CAP® discusses why the financial services industry needs to improve not only recruitment rates among new advisors, but retention as well.

WealthAdvisor | Bitcoin's Historic 2024 Surge Marks A Pivotal Moment
November 14, 2024

WMCP® Program Director Michael Finke, PhD, CFP® shares his take on Bitcoin’s recent surge and what the future of cryptoassets may look like for financial planning.