Financial Advisor | How Clients Can Handle Big Tax Debt
February 5, 2024

In this article, Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, adjunct professor of advanced planning and co-director of the American College Center for Retirement Income, discusses how high-net-worth clients and their advisors can approach big owings to the IRS.

ThinkAdvisor | When Clients Are Laid Off, How to Ease the Sting: Advisors' Advice
February 6, 2024

In this piece, FinServe Network ambassadors Terry Parham, Jr., CFP®, ChFC®, CLU®, RICP®, WMCP®, MSFP and Andrew Tudor, CFP®, RICP®, CAP® discuss their insights on how best to help clients who may lose their jobs secure and plan for their futures.

Financial Planning | 5 Ways to Help Clients' Kids Land Their First Home
February 7, 2024

In this article, Sophia Duffy, JD, CPA, AEP®, associate professor of business planning, looks at how advisors can help their clients’ children set themselves up for success as homeowners.

Motley Fool Money | Three Ingredients for a Happy Retirement
January 29, 2024

In this podcast episode, WMCP® Program Director Michael Finke, PhD, CFP® participates in the second of a two-part interview series with Robert Brokamp, CFP® on the key ingredients to a strong and successful retirement.

Fintech is Femme | Future of Financial Education with George Nichols of The American College of Financial Services
February 1, 2024

In this podcast episode, College President and CEO George Nichols III, CAP®, speaks with host and journalist Nicole Casperson about how The College is expanding opportunities for financial professionals and opening doors to historically underserved communities.

The Motley Fool | Netflix Gets Raw
January 23, 2024

In this podcast episode from Motley Fool Money, WMCP® Program Director Michael Finke, PhD, CFP® participates in the first of a two-part interview series with Robert Brokamp, CFP® on elements to consider when planning an optimal withdrawal rate for retirement.

CityWire | More Than Half of Wealth Firms Have an Ongoing AI Project: F2 Report
January 24, 2024

In this article, CFP® Certification Education and ChFC® Program Director Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® shares his thoughts on the rise of artificial intelligence (AI) among financial services firms and best practices to consider when adopting new technologies.