College News Roundup: Week of March 4, 2024
The latest news and media from the financial services industry showcasing The College and our network of thought leaders.
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At The American College of Financial Services, our thought leaders are spearheading important discussions on the most pressing topics in financial services today. Here’s a look at how we’re continuing to drive conversation in the industry.
Financial Advisor | When Retirees Give Away Too Much Money
February 27, 2024
Professor of Practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® discusses the reasons some retirees may give away too much of their nest eggs and how advisors can balance clients’ desire to be charitable with sound planning for the future.
Barron’s | Annuity Sales Are Soaring Because of Higher Payouts. What You Need to Know
March 3, 2024
The College’s experts discuss the benefits and opportunities surrounding annuity products in retirement planning, as well as whether advisors should consider them as part of their strategies.
Rethinking65 | Ex-Marine’s New Mission: U.S. Retirement Readiness
March 5, 2024
College Chartered Financial Consultant® (ChFC®) and CFP® Certification Education Program Director Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® discusses his journey from military service into financial planning, as well as how he’s using his career to support financial security efforts for veterans and all Americans.
Yahoo Finance | Is This a Good Time to Invest in Bitcoin?
March 8, 2024
Wealth Management Certified Professional® (WMCP®) Program Director Michael Finke, PhD, CFP® shares his thoughts on recent surges in crypto-asset prices, specifically Bitcoin, and why some advisors and companies may be hesitant about becoming involved with these assets.
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