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News

Ride the Annuity Bull Market (While You Can)

Jul 01, 2022

In the first quarter of 2022, annuity sales soared even as the stock market continued to fluctuate. What does this mean for you or your clients who may want more security in uncertain times?

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News

Crypto in My 401(k)? In One Way It Makes Sense, But on the Other Hand…

Jun 30, 2022

Should you or your clients include discussions about cryptocurrencies in retirement planning? Steve Parrish, Co-Director of The College’s Center for Retirement Income, says there’s no easy answer.

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News

COVID-19 Reminded Business Owners About Exit Planning: Steve Parrish

Jun 28, 2022

When working with business owners, financial advisors would do well to remember an exit strategy is just as important as a strong foundation.

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Research & White Papers

Your Guide to the Crypto Multiverse

Jun 27, 2022

Learn the key aspects of cryptoassets and their risks with our interactive resources to help you and your clients better understand and evaluate this emerging and evolving asset class.

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News

Work-Life Balance and Burnout in the Financial Planning Profession

Jun 10, 2022

It’s become common knowledge that the modern financial services industry struggles with high turnover rates and a low number of new advisors staying on to build their own practices.

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News

Financial Literacy Program to Teach Everything from Budgeting to Risk Management

Jun 09, 2022

Based on a public-facing financial education program piloted at Historically Black Colleges and Universities (HBCUs) across the country, The College and its corporate partners at OneAmerica have pledged to bring that education to more consumers–starting in Central Indiana communities.

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