Financial Advisor | Helping Your Clients Select The Best Retirement Housing Options
November 18, 2024

Associate Professor of Succession Planning Chia-Li Chien, PhD, CFP®, PMP®, CPBC takes a look at how advisors can assist in picking the best living options for their aging clients.

InvestmentNews | More Professional Designations Mean More Success for Women Advisors
November 19, 2024

Lindsey Lewis, MBA, CFP®, ChFC®, managing director of the American College Center for Women in Financial Services, looks at how further education can empower women building careers in financial services.

InsurMark | Permission to Spend: Next Level Retirement Income Planning with Michael Finke
November 20, 2024

Wealth Management Certified Professional® (WMCP®) Program Director Michael Finke, PhD, CFP® speaks in this podcast episode about how advisors and clients can work together to maximize the use of the money they’ve spent a lifetime accumulating in retirement.

Business Insider | What Does a Financial Advisor Do?
November 21, 2024

This article breaks down the various roles a financial advisor can play in assisting their clients, including retirement planning through The College’s Retirement Income Certified Professional® (RICP®) designation.

Kiplinger | Sequence of Return Risk: How Retirees Can Protect Themselves
November 25, 2024

Based on research by College retirement expert and Professor of Practice Wade Pfau, PhD, CFA, RICP®, this article examines how retirees can work with their advisors to ensure the safe and secure drawdown of their assets as they age.

Kitces.com | Enhancing Client Conversations About Charitable Giving: Sample Questions, Scripts, and Tools for Better Engagement
November 27, 2024

College Adjunct Professor Kathleen M. Rehl, PhD, CFP®, CeFT® Emeritus, discusses how advisors can begin conversations on charitable giving with their clients.

Financial Advisor | Is The Dream Of A Florida Retirement Over?
December 1, 2024

In the aftermath of severe hurricanes striking Florida, Professor of Practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® examines whether the state is still a prime place for retirees to move.

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.

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.

Financial Planning | 4 Post-Beach Takeaways from the World's Biggest Wealth Fest
September 24, 2024

This article provides a recap of some of the top takeaways from September’s 2024 FutureProof Festival, including a talk from College president and CEO George Nichols III, CAP® on how financial services can recruit more new and diverse advisors to the profession, as well as retain them better.

GoBankingRates | 7 Safest Ways To Invest Your Money If You Over-Saved for Retirement
September 26, 2024

WMCP® Program Director Michael Finke, PhD, CFP® offers potential planning solutions for those who may have large nest eggs, but don’t know how to make them last throughout retirement.

ThinkAdvisor | Researchers Put Americans’ Retirement Literacy to the Test. The Results Weren't Pretty
September 26, 2024

Our 2023 Retirement Income Literacy Study research team details where Americans fall short on retirement planning knowledge – and how advisors can help – in this podcast episode.

InvestmentNews | Are Advisors Falling Short on Tax Planning Strategies?
September 30, 2024

This article examines the results of our 2024 Advisory Services Survey and how advisors need more in-depth tax planning knowledge.

AARP | 5 Retirement Fears and How to Conquer Them
October 1, 2024

WMCP® Program Director Michael Finke, PhD, CFP® gives his perspective on the biggest challenges facing those planning for retirement, including the fear that one will outlive the money they’ve saved.
 

Financial Advisor | Future Proof Kicks Off with Record Attendance, Calls for New Pathways
September 15, 2025

College president and CEO George Nichols III, CAP® leads a discussion at the record-breaking 2024 Future Proof Festival about how financial services can recruit more new and diverse advisors to the profession, as well as retain them better.

InvestmentNews | How to Address Recruitment Challenges in the Financial Services Industry
September 18, 2025

Managing director of the American College Center for Women in Financial Services Lindsey Lewis, MBA, CFP®, ChFC® discusses how financial services companies can not only recruit more women into their ranks, but retain them more effectively.
 

Yahoo Finance | Why 401(k) Investors Ignore “Keep Cool” Advice When Markets Tank
August 27, 2024

Professor of practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® discusses why many individuals impulsively sell off assets and lock in losses when markets dive, as well as what financial advisors can do to help avoid these situations.

The Atlanta Journal-Constitution | Atlanta Fed President Open to a Rate Cut This Quarter, but Not Sold Yet
August 14, 2024

Raphael Bostic, PhD, president of the Federal Reserve Bank of Atlanta, speaks with College president and CEO George Nichols III, CAP®, at The College’s 2024 Conference of African American Financial Professionals (CAAFP) about the current economic situation and the importance of transparency with the public.

Financial Advisor | How Childhood Experiences Impact Client Views On Money
August 15, 2024

FinServe Network ambassadors Terry Parham, CFP®, ChFC®, CLU®, RICP®, WMCP®, MSFP and Angie Ribuffo, CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP® discuss their experiences at The College’s 2024 Conference of African American Financial Professionals (CAAFP) and reflect on how they rely on their personal experiences to serve diverse groups of clients.

Forbes | A “What-If” Income Solution For Retirees
August 27, 2024

Professor of practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® discusses the uses of qualified longevity annuity contracts, or QLACs, in retirement planning and how they can provide a helpful solution for many retirees – even if some may not want to consider it.
 

CNN | Best Annuities for Retirement in 2024
August 15, 2024

James Karthaus, CFP®, CLU®, ChFC®, MA, assistant professor of financial planning, explores how annuities and guaranteed income can be leveraged in retirement planning – including adjusting strategies for inflation.

Rethinking65 | The Crisis in LTC Coverage
August 12, 2024

Members of The College’s 2023 Retirement Income Literacy Study research team including Kaylee Ranck, PhD, James Karthaus, CFP®, CLU®, ChFC®, MA, and Joellen Meckley, JD, MHS, ChSNC® discuss one of the study’s most important takeaways – a lack of long-term care knowledge among aging Americans – and how the industry can move to address this need.

Barron’s | Annuities Are Offering Richer Payouts. Here Are the 100 Best
July 26, 2024

College thought leaders discuss the benefits and drawbacks of annuities in retirement planning, including which guaranteed income products may be the strongest for potential client segments.

Rethinking65 | The Crisis in LTC Coverage
August 1, 2024

Members of The College’s 2023 Retirement Income Literacy Study research team including Kaylee Ranck, PhD, James Karthaus, CFP®, CLU®, ChFC®, MA, and Joellen Meckley, JD, MHS, ChSNC® discuss one of the study’s most important takeaways – a lack of long-term care knowledge among aging Americans – and how the industry can move to address this need.