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Insights on Advisor Education

May 27, 2022

In early 2022, The College reached out to independent financial advisors as part of ongoing research surrounding our RIA Profitability Plan.

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Blogs

Insights on Inflation

Apr 28, 2022

With rapid inflation continuing to pose challenges to Americans, many experts see its effects as particularly harmful to those at or nearing retirement age.

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Blogs

Retirement Income Planning: Three Questions to Ask Your Clients in 2022

Feb 16, 2022

2022 promises to be interesting for those who rely on retirement income as inflation remains high, the Federal Reserve begins to tighten monetary policy, and debates around Social Security sustainability continue. 

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Blogs

Estate Planner vs Financial Planner

Nov 05, 2021

In this article, you'll learn the difference between an estate planner and a financial planner, as well as how the two professions work together.

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Blogs

What's Retirement Happiness?

Nov 01, 2021

When planning for a life in retirement, researchers and experts identify three major points for success and comfort: relationships with peers and community, health, and having enough money.

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Blogs

RICP® Exam Difficulty

Oct 29, 2021

In this article, you’ll learn about the difficulty of the Retirement Income Certified Professional® (RICP®) exam.

 

What Designation is RICP®?

 

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