Nasdaq | Actionable Outcomes for Advisors and Clients
April 19, 2024

Kaylee Ranck, PhD, director of College research, Eric Ludwig, PhD, CFP®, director of the American College Center for Retirement Income, Jennifer McCauley-Weiss, MBA, RICP®, CLU®, vice president and head of annuity services and marketing at New York Life Insurance Company, and Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®, chief executive officer of Bryn Mawr Capital, join Jill Malandrino on Nasdaq TradeTalks to discuss the knowledge gaps and behaviors around areas such as social security, long term care, life expectancy, and actionable outcomes for advisors and clients.

Financial Advisor | Beyond The Alphabet Soup: What Advisors Need To Know About Medicare
April 17, 2024

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® discusses the benefits and drawbacks of certain types of Medicare options and how today’s advertising surrounding these benefits can sometimes be misleading to clients.

Morningstar | Progress, Not Perfection: Gen Z Has Made Some Extraordinary Financial Moves But Still Needs Help
April 8, 2024

Michael Finke, PhD, CFP® joins other thought leaders in discussing how members of Gen Z can prepare for their financial futures, including through emergency savings funds and retirement planning strategies.

Journal of Financial Planning | 2024 Kenneth Black Jr. Journal Author Award
April 8, 2024

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® is recognized for his first-place finish in the Journal of Financial Planning’s annual award for publishing the number-one article in the Journal for the 2023 publication year on snowbirding in retirement.

ThinkAdvisor | AI And The Future Of Women's Retirement Planning
April 11, 2024

Neeraja Rasmussen of the American College Center for Women in Financial Services’ advisory council writes about how artificial intelligence (AI) has the potential to improve the services women receive from the financial industry.

MoneyGeek | Is Life Insurance Worth It?
April 1, 2024

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® joins other experts in offering perspectives on the importance of life insurance as part of a holistic financial plan – in particular, how it can positively impact retirement planning.

MoneyGeek | The Social Security Guide
April 1, 2024

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, along with other thought leaders, weighs in on how Social Security impacts Americans’ retirement planning, along with how to ensure those benefits are maximized to their fullest extent.

ThinkAdvisor | Do You Need $1.5M to Retire? 5 Experts Weigh In on the New Magic Number
April 3, 2024

David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® and Michael Finke, PhD, CFP® examine how much money, on average, is needed for Americans to ensure a comfortable life in retirement, as well as the strategies needed to make that money last.

The Wall Street Journal | Your Financial Adviser Doesn’t Want You to Know About These Conflicts
April 4, 2024

Michael Finke, PhD, CFP® discusses the issues that still exist in the financial services industry when it comes to conflicts of interest and fee models – as well as what can be done to push the profession toward more ethical methods.
 

Financial Advisor | Building And Leading Gender-Diverse Teams
March 27, 2024

Lindsey Lewis, CFP®, ChFC®, director and chair of the American College Center for Women in Financial Services, joins Kaylee Ranck, PhD, The College’s director of research, in writing about the importance of gender diversity on teams in the financial services industry and beyond in recognition of Women’s History Month.

Social Security Matters | Breaking Barriers: Celebrating Women’s Vital Roles as Disability Advocates
March 29, 2024

Joellen Meckley, JD, MHS, ChSNC®, executive director of the American College Center for Special Needs and the Center for Women in Financial Services, writes on the government’s Social Security Administration blog the benefits available to assist both those with special needs and their caregivers – many of whom are women.

Financial Advisor | Five Key Questions For Ensuring Responsible AI In Financial Services
March 22, 2024

Azish Filabi, JD, MA, executive director of the American College Center for Ethics in Financial Services, along with Neeraja Rasmussen of Spyglaz, explore how artificial intelligence (AI) is reshaping the financial services profession and potential ethical questions companies will need to address.

WealthManagement.com | Getting into the Game: How Private Equity Funds Have Jumped into Professional Sports
March 12, 2024

FinServe Network ambassador Padric Scott, AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP explains the appeal and upside possibilities of investing in the world of sports, including rights and sponsorships.

Financial Advisor | When Retirees Give Away Too Much Money
February 27, 2024

Professor of Practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® discusses the reasons some retirees may give away too much of their nest eggs and how advisors can balance clients’ desire to be charitable with sound planning for the future.

Barron’s | Annuity Sales Are Soaring Because of Higher Payouts. What You Need to Know
March 3, 2024

The College’s experts discuss the benefits and opportunities surrounding annuity products in retirement planning, as well as whether advisors should consider them as part of their strategies.

Rethinking65 | Ex-Marine’s New Mission: U.S. Retirement Readiness
March 5, 2024

College Chartered Financial Consultant® (ChFC®) and CFP® Certification Education Program Director Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® discusses his journey from military service into financial planning, as well as how he’s using his career to support financial security efforts for veterans and all Americans.

Yahoo Finance | Is This a Good Time to Invest in Bitcoin?
March 8, 2024

Wealth Management Certified Professional® (WMCP®) Program Director Michael Finke, PhD, CFP® shares his thoughts on recent surges in crypto-asset prices, specifically Bitcoin, and why some advisors and companies may be hesitant about becoming involved with these assets.
 

Baron’s | Equity Market Outlook 2024
February 2, 2024

In this article, College assistant professor of financial planning Audrey Snell, MBA, CFP®, ChFC®, RICP® discusses the impact of a “soft landing” from recent inflationary worries as well as what may still be to come from markets in 2024.

Yahoo Finance | 401(k) Millionaires Grew in Late 2023: How to Save Like One
February 27, 2024

In this article, a pair of financial services thought leaders discuss the timely takeaways of The College’s Retirement Income Literacy Survey with journalists from Yahoo Finance.

Wealth Solutions Report | WSR Pathfinder Awards – Top Black Industry Leaders Of 2024
February 27, 2024

In this piece, College President and CEO George Nichols III, CAP® is placed among an industry list of the top Black leaders of 2024 in financial services in celebration of Black History Month.

Plan Sponsor | New Income Planning Tool To Advise Retirees on How Much to Withdraw
February 27, 2024

In this article, College thought leader Michael Finke, PhD, CFP® and Tamiko Toland announce the launch of IncomePath — a tool to help retirees visualize what they can spend in retirement, while factoring in investment risk, annuity options, and life expectancy.

Smart Money Circle | How to Make Educated Decisions
February 28, 2024

In this podcast episode, College FinServe Network ambassador Heather Welsh, CFP®, AEP®, MSFS shares her insights from years in the profession on how to help advisors and clients make educated decisions about financial matters.

Baron’s | Social Security, Medicare Trouble Ahead? Money Pros Weigh In
February 7, 2024

This article examines the perennial topic of the insecurity of Social Security and other government benefits, including in the realm of healthcare, and includes expert opinions from College thought leaders on what the future may hold.

Baron’s | Do Financial Advisors Really Improve Retirement Readiness? These Surveys Say “Yes”
February 16, 2024

This piece explores a pair of recent industry studies on retirement readiness, including The College’s Retirement Income Literacy Study, to show that quality advice from financial professionals has a measurable impact on how well clients do in retirement.

ThinkAdvisor | 8 New Findings on What Americans Don't Know About Retirement Income
February 16, 2024

In this slideshow piece, ThinkAdvisor takes a look at key insights from The College’s Retirement Income Literacy Study and the takes of College experts on what they mean for the industry.

Plan Sponsor | Financial Literacy Quiz Reveals Americans Lack Understanding of Retirement Income
February 22, 2024

In this article, Eric Ludwig, PhD, CFP® talks through some of the key results of The College’s Retirement Income Literacy Study and how advisors can help consumers in need of more knowledge – along with taking a look at how artificial intelligence tools like ChatGPT figure in.

Baron’s | Here’s Evidence That Advisors Make a Difference for Retirement
February 23, 2024

In this article, Baron’s takes a look at the results of The College’s Retirement Income Literacy Study – with a particular emphasis on takeaways that show partnering with knowledgeable advisors can be a key factor in better retirement outcomes for clients.

Yahoo Finance | Can You Pass This Retirement Literacy Quiz?
February 24, 2024

In this piece, Yahoo Finance invites readers to take The College’s Retirement Income Literacy Study quiz to discover how much knowledge they have about basic retirement planning concepts.

WalletHub | Best Online Savings Accounts
February 26, 2024

In this article, Chet Bennetts, CFP®, CLU®, ChFC®, CLF®, RICP® shares his opinions about online savings accounts, their uses and value in retirement planning, and how savvy savers can maximize their value.

Yahoo Finance | Do You Know How Much You Have Saved for Retirement? 1 in 4 Americans Don't
February 10, 2024

In this piece, Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, professor of practice and co-director of the American College Center for Retirement Income, explains why so many Americans may not have any idea how much they have saved for retirement – and how what they don’t know can hurt them.

Rethinking 65 | New Study Underscores Importance of Retirement Advice
February 14, 2024

In this article, Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, professor of practice and co-director of the American College Center for Retirement Income, examines how older Americans with financial advisors did better on The College’s 2023 Retirement Income Literacy Study knowledge quiz than those without advisors – as well as the limitations of that guidance.

InvestmentNews | Tips for Advisors Seeking to Improve Their Recruiting and Retention
February 14, 2024

In this video, Sandy Herzlich, Vice President of Retirement Strategy at The American College of Financial Services, sits down with InvestmentNews anchor Gregg Greenberg to discuss how financial advisors can improve their recruiting and retention practices.

401(k) Specialist | Participants are Failing at Retirement Literacy
February 14, 2024

This article takes an in-depth look at some of the biggest takeaways from The College’s Retirement Income Literacy Study, including public knowledge deficits in areas such as long-term care and life expectancy as well as demographic gaps that may contribute to failing results.

Forbes | Americans’ Retirement Literacy Is Lacking, And It Matters
February 14, 2024

In this column, Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, professor of practice and co-director of the American College Center for Retirement Income, discusses more takeaways from The College’s Retirement Income Literacy Study and the implications of its results for the advisor community.

InvestmentNews | Retirement Income Literacy Lacking Among Older Americans
February 14, 2024

This article revisits the results of The College’s Retirement Income Literacy Study, with particular emphasis on how the study exposes demographic fault lines in financial knowledge and why advised individuals scored higher on several fronts.

NAPA | F is for Failure: Americans Bomb Retirement Income Quiz
February 15, 2024

This piece explores high-level results from The College’s Retirement Income Literacy Study and what they mean for the financial services industry as it seeks to serve older Americans better.

Wealth Caves | Unlocking Confidence: Financial Literacy Key to Secure Retirement (2023 Study Highlights)
February 15, 2024

This story breaks down some of the most critical takeaways from The College’s Retirement Income Literacy Study and how advisors can use the lessons of the study now to provide actionable aid to older Americans they serve.

ThinkAdvisor | 8 New Findings on What Americans Don't Know About Retirement Income
February 16, 2024

This article runs through a number of the core takeaways from The College’s Retirement Income Literacy Study in a slideshow that explains the timeliness and urgency of addressing the major gaps it identifies in retirement literacy.