Insights
Five Questions with Eric Ludwig, CFP®
Hear from The College's new director for the Retirement Income Certified Professional® (RICP®) Program and co-director of the American College Center for Retirement Income.
May 26, 2023
Insights
RICP® vs CFP® and CLU®
Money is the invisible force that shapes our lives. If you’d like to become a certified financial professional and help people manage their money, you could make a big difference in the lives of your…
February 18, 2021
Research
What Do Clients Want from Financial Advisors?
Advisors believe they know what their clients want. But research often finds a gap between client expectations and advisors’ assumptions. This can result in unsatisfied clients and client turnover.
March 01, 2022