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.

ThinkAdvisor | Which Strategy Wins the Retirement Spending “Smackdown”?
July 22, 2024

WMCP® program director Michael Finke, PhD, CFP® and adjunct professor of wealth management David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® discuss themes from their recent Shares podcast episode, including which is the correct approach to helping Americans plan for a life in retirement.

CNN | How to Buy an Annuity
July 18, 2024

CNN writers Joanne Cleaver, Paul Curcio, and David Tony speak with WMCP® program director Michael Finke, PhD, CFP® as he discusses the key points Americans need to know when considering annuities as a source of retirement income.