News Roundup: March 16-30, 2025

Forbes | How Nonprofits Can Prepare For The Coming ‘Great Wealth Transfer’
March 19, 2025

In this article about how nonprofits can prepare for and leverage the upcoming transfer of wealth, the value of the expertise gained from The College’s courses is mentioned.

WealthManagement | Ed Slott Talks Impacts of Economic Change
March 19, 2025

Professor of Practice Ed Slott, CPA sits down with WealthManagement at Horizons 2025 to discuss how financial professionals can guide and support their clients through market uncertainty.

InvestmentNews | CFP Board Doubles Down on Women's Focus With New Program
March 20, 2025

In this article about the CFP Board’s efforts to advance gender representation in the wealth industry, the findings about women financial professionals found in The College’s Designation Outcomes Study are mentioned.

WealthManagement | George Nichols Talks Trends in Financial Services
March 20, 2025

College President and CEO George Nichols III, CAP® talks about the future of financial services with WealthManagement at Horizons 2025.

WealthManagement | Jamie Hopkins Explores Adaptive Approaches to Retirement Income Planning
March 21, 2025

In this interview filmed at Horizons 2025, Jamie Hopkins, Esq., CFP®, ChFC®, CLU®, RICP®, LLM, chief wealth officer at WSFS Bank, discusses how to identify clients’ retirement planning goals and expertly adjust their retirement plans accordingly.

WealthManagement | Peter Olson Talks AI Solutions for Retirement Income Planning
March 21, 2025

In this interview filmed at Horizons 2025, Peter Olson, head of customer experience at Jump AI, shares how artificial intelligence can help financial professionals grow their businesses and client numbers.

Kiplinger | How Savvy Is Your Financial Adviser? Three Ways to Find Out
March 21, 2025

In this article about ensuring your financial advisor is the right fit for you, The College’s Trust Certificate Program and Business Succession Planning Certificate are noted as indicators of expertise.

WealthManagement | Fiona Greig Explores the Impacts of the “Silver Tsunami”
March 21, 2025

In this interview filmed at Horizons 2025, Fiona Greig, PhD, global head of investor research and policy at Vanguard Group, speaks on the incoming wealth transfer.

WealthManagement | Michael Finke Talks Maximizing Lifetime Income and Giving Your Clients a License to Spend
March 21, 2025

Wealth Management Certified Professional® (WMPC®) Program Director Michael Finke, PhD, CFP® emphasizes the importance of understanding retirement psychology alongside retirement planning in this interview at Horizons 2025.

WealthManagement | Jeffrey Levine Talks the Importance of Tax Planning in Retirement Planning
March 26, 2025

Professor of Practice Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA examines how tax planning and retirement planning often intersect in this interview at Horizons 2025.

Brad Pistole, RICP® | 2025 Horizons Conference: Financial Experts Talk HSAs, Social Security, and Longevity Planning
March 26, 2025

In this YouTube video, Brad Pistole, RICP® provides an inside look at Horizons 2025 and interviews various industry experts attending the event.

Inspired Money | Retirement Income Strategies: Maximizing Returns for Financial Freedom
March 26, 2025

Professor of Practice Wade Pfau, PhD, CFA, RICP® is featured in this podcast episode on maximizing your outcomes with advanced retirement planning strategies.

Wealth Solutions Report | WSR Pathfinder Awards – Top Women Industry Leaders Of 2025
March 26, 2025

Next-Gen Task Force Ambassador Diana Cabrices is honored with the Wealth Solutions Report Brand Advocacy Executive of the Year award.

PlanAdvisor | Academics Receive Awards for Research Advancing Financial Planning
March 27, 2025

In this article about the Financial Planning Association and the Journal of Financial Planning 2024 Best Research Award winners, Michael Finke, PhD, CFP® is noted for being one of the three distinguished winners.