College News Roundup: October 21-November 2, 2024

Financial Advisor | Evolving Financial Services For The Next Generation
October 11, 2024

Lindsey Lewis, MBA, CFP®, ChFC®, managing director of the American College Center for Women in Financial Services, discusses how the financial services industry can broaden its base of new recruits and improve their retention.

ThinkAdvisor | The Deeper Meaning of Wealth and Retirement with George Nichols III
October 22, 2024

College President and CEO George Nichols III, CAP®, joins John Manganaro on the Ask the Retirement Expert podcast to talk about the importance of growing recruiting and education options for the industry.

Financial Advisor | Even Commissioned Advisors Think Annuity Sales Need Fiduciary Standard
October 25, 2024

A webcast from The College explores why putting a fiduciary standard in place for advisors working with annuity products might be a good step toward addressing low consumer knowledge.

CT Post | Retirement Quiz Can Prompt Insights Into Your Situation
October 26, 2024

A CT Post reporter explores The College’s 2023 Retirement Income Literacy Study and its related quiz to see where consumers are falling short in their retirement planning knowledge.

Yahoo Finance | Retirement Spending: A Comparison of 3 Common Withdrawal Strategies
October 29, 2024

WMCP® Program Director Michael Finke, PhD, CFP® discusses why retirees may be afraid to spend money in retirement and how advisors can counsel them.

Yahoo Finance | The Four Percent Rule: Is It a Good Retirement Strategy?
October 29, 2024

WMCP® Program Director Michael Finke, PhD, CFP® joins Robert Powell in this podcast episode to discuss optimal retirement planning strategies including the 4% rule, Monte Carlo analysis, and more.

Yahoo Finance | What is a Financial Advisor, and What Do They Do?
October 31, 2024

This article explores the various aspects of the financial services industry and areas of specialization, including The College’s Chartered Financial Consultant® (ChFC®) designation.