College News Roundup: August-September 2025

Associated Press | Reverse Mortgages Gain New Role in Retirement Planning for Affluent Homeowners

August 22, 2025

Wade Pfau, PhD, CFA, RICP®, discusses research that puts reverse mortgage strategies at the forefront of measures to ensure affluent clients have enough money to last throughout their retirement.

WealthManagement.com | Wealth Management Industry Awards Celebrates Excellence and Innovation at 11th Annual Ceremony

August 25, 2025

The College once again returned to the WealthManagement.com Wealthie Awards — and this year took home the Industry Disruptor award for the all-new, 100% retirement planning-focused event, Horizons! Read more about this year’s ceremony and see all the winners.

GOBankingRates | Your 401(k) Won’t Be Enough — Here’s the Backup Plan Financial Advisors Recommend

August 25, 2025

Michael Finke, PhD, CFP®, and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP®, discuss how annuity products can provide a guarantee of lifetime income beyond what a 401(k) savings account can do.

American Banker | Data Security is Slowing Bank and Credit Union Automation

August 28, 2025

Do current security measures adequately protect banking data? Experts from The College and elsewhere weigh in on what banks need to do to safeguard data in the evolving tech landscape.

Comercio TV | Financial Inclusion: “Money is For Everyone,” Says Dr. Jorgensen

August 29, 2025

In this Spanish-language article for Comercio TV, Timi Jorgensen, PhD speaks about the launch of the Spanish version of The College’s Know Yourself, Grow Your Wealth® Program and how it’s bringing financial education to an even wider audience.

U.S. News & World Report | With Social Security Benefits at Risk, Should You Find a Job With a Pension?

August 29, 2025

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® examines the steps people should take if they want to ensure they have a steady stream of income throughout their retirement.

U.S. News & World Report | How a 24% Social Security Cut Could Impact Your Retirement in 2032

September 2, 2025

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, explains what retirees can do to work around potential cuts to Social Security benefits that could be coming in the near future.

The Adviser | SER Summit Tops Record For Latino Financial Advisor Event

September 2, 2025

The recent SER Latino Summit broke all records for previous iterations of the Latino advisor event — and The College was proud to sponsor it. Read more about the conference’s key takeaways.

Financial Planning | Surging Attendance, Sponsors Propel Event for Latino Financial Advisors

September 3, 2025

Read more about the recent SER Latino Summit and see how this College-sponsored event continues to break down barriers among communities of both advisors and consumers.

Barron’s | AI Can Help With Retirement Planning, But It Can’t Replace a Human Advisor

September 5, 2025

College experts weigh in on the advantages of using AI for help with financial planning — especially retirement planning — but also the drawbacks of relying solely on its advice.

WealthManagement.com | Firm Leaders Discuss Steering Companies Through Shifting Cultural Climate

September 5, 2025

In a side conversation at this year’s WealthManagement.com Wealthies Awards with other industry leaders, College President and CEO George Nichols III, CAP®, shares his insights on how companies can compassionately navigate today’s changing public culture.

Rough Notes | Confronting Long-Term Care

September 5, 2025

Kaylee Ranck, PhD, offers her views and the latest research on how long-term care costs can weigh on people and families in retirement — as well as some ways to answer the problem.

InvestmentNews | RISR and FP Alpha Unveil New Planning Tools For Advisors

September 5, 2025

RISR has partnered with The College to offer access to its valuable business reports as part of the revised Business Succession Certificate Program. Learn more about this powerful partnership.

SmartAsset | RICP® vs. CFP®: Comparing Designations for Financial Advisors

September 7, 2025

Want to learn more about The College’s specialized Retirement Income Certified Professional® (RICP®) designation and see how it compares to the CFP® certification? Read more in this article.

InvestmentNews | Advisor Moves: $1B Ameriprise Team Joins Wells Fargo's FiNet

September 11, 2025

A new acquisition in the financial services industry is motivated by small business-focused tax planning — something The College’s research has pointed out is a growth area. Read more.

The Wall Street Journal | Whole Life Insurance: Lifetime Protection with Cash Value

September 11, 2025

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, looks at how life insurance plans can be leveraged as another source of income during a person’s retirement years.

National Council on Aging | How Lifetime Income Funds Are Changing Retirement Planning

September 11, 2025

In this article, new research from The College and the Nationwide Retirement Institute is referenced to explain how Social Security alone may no longer be sufficient for most clients to pay their way through retirement, as well as what some alternatives might be.=

National Council on Aging | How Much of My Income Will Social Security Replace?

September 12, 2025

Research from the Nationwide Retirement Institute and The College finds people are living longer than ever — and as such, Social Security may not be enough to supplement their living in retirement. Read on for more findings.

GOBankingRates | What To Do If You Oversaved for Retirement: 7 Safe & Savvy Investment Ideas

September 13, 2025

Michael Finke, PhD, CFP®, explains how tax sheltering should be considered as part of a sound retirement plan, including strategies for extra contributions.

The Wall Street Journal | 6 of the Best Wealth Management Firms: Well-Known Fiduciary Investment Companies to Consider

September 16, 2025

What designations or certifications are the most useful for success as a wealth advisor? See this article for insights on how The College’s Wealth Management Certified Professional® (WMCP®) and Chartered Financial Consultant® (ChFC®) may be right for you.

GOBankingRates | A Flat Social Security Benefit Could Save the System — Or Threaten It

September 17, 2025

Michael Finke, PhD, CFP®, examines the pros and cons of a flat Social Security benefit for all Americans, as well as the challenges that could result from implementing such a plan.

Kiplinger | The “Me-First” Rule of Retirement Spending

September 17, 2025

Setting a spending floor and putting your own needs first when planning a life in retirement can have its benefits. Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, looks at ways to back up this approach with guaranteed income throughout retirement.