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Seeking Clarity on the Ethical Duty of Lawyers

Jan 17, 2023

Reprinted with permission from the January 2023 edition of the “New York Law Journal,” © 2023 ALM Global Properties, LLC. All rights reserved. Further duplication without permission is prohibited. Contact 877-256-2472 or reprints@alm.com.

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Do Your Clients Know How Long They Could Live in Retirement?

Jan 17, 2023

Research shows people with a better idea of their own longevity will be more prepared for retirement. WMCP® Program Director Michael Finke looks at the facts in this article from ThinkAdvisor.

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Knock The Ball Out Of The Park At Work. Then People Will Listen To You

Jan 11, 2023

What does it take to be successful as a diverse leader in financial services? Blogger Adam Bryant interviews College President and CEO George Nichols III about his experiences in this LinkedIn article.

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Monte Carlo Failures Aren’t Plane Crashes

Jan 03, 2023

While Monte Carlo projections in retirement planning are widely considered successful, success is just part of the equation. WMCP® faculty member David Blanchett explains in this column from ThinkAdvisor.

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May I Speak to a Human, Please?

Dec 22, 2022

Many young investors are increasingly going it alone with the help of robo-advisors. But are they best served in doing so? WMCP® Program Director Michael Finke explains in this article from The New York Times.

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The Year-End Planning Tip That Has Finance Profs Talking

Dec 20, 2022

What's the single biggest tip professors at The College have for advisors going into 2022? WMCP® Program Director Michael Finke reveals what it is in this article from ThinkAdvisor.

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Featured Events

WEBCAST: Military Support Organizations — Providing Resources, Opportunities, and Awareness to Transitioning Military Members, Veterans, and Spouses

Virtual — Join from any location!
May 31, 2023 - May 31, 2023
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WEBCAST: Pride – Financial Planning Considerations for Your LGBTQIA+ Clients

Virtual — Join from any location!
Jun 07, 2023 - Jun 07, 2023
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Advanced Special Needs Planning Symposium

The American College of Financial Services, 630 Allendale Rd., King of Prussia, PA
Jun 15, 2023 - Jun 16, 2023
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