News Roundup: June 23-July 3 , 2025

ThinkAdvisor | It’s Time to Talk Taxes With Sophia Duffy
June 23, 2025

In this podcast episode, Associate Professor of Business Planning and Tax Planning Certified Professional® (TPCP®) Program Director Sophia Duffy, JD, CPA, AEP® discusses the TPCP® Program, trust and estate planning, and more.

InvestmentNews | Winners of the 2025 InvestmentNews Awards Revealed
June 25, 2025

The College was among this year’s finalists for the DEI Organizational Effort of the Year category at the InvestmentNews Awards.

AlongWalker Indonesia | Should I Pay off my Mortgage in Retirement? New Book Tackles Big Money Questions
June 25, 2025

This article about key retirement questions consults the advice of Wealth Management Certified Professional® (WMCP®) Program Director Michael Finke, PhD, CFP® on the emotional considerations for retirement, like hobbies and personal goals.

MSN | RISR Partners with The American College to Advance Business Succession Planning
June 27, 2025

This article spotlights The College’s recent partnership with RISR, a leading business owner engagement platform for financial professionals.

InvestmentNews | Amid Volatility, Americans Stay Optimistic – and Advisors are Helping Steer the Course
June 27, 2025

In this article about market volatility, key insights and takeaways from The College’s Advising Through Uncertainty Study are utilized to provide the advisor perspective on recent uncertainty.

MSN | The Nation’s Top Retirement Experts Share 3 Keys to Success
June 28, 2025

Michael Finke, PhD, CFP® advises Americans to stay focused on the positive outcomes of retirement while planning for their future in this article compiling retirement experts’ advice.

Digital Wealth News | Advisor Tech Talk (Week of 6/30/25)
June 30, 2025

In this article summarizing the latest news in the world of wealth management technology, The College and RISR’s recent partnership is mentioned.

Kitches | First Look At The New Kitces Members Section And The State Of The (Nerd’s Eye View) Blog
June 30, 2025

This article summarizes updates to the Kitces Members Section and IAR CE Intensive days, which cross-apply CE credit for all other eligible CE types like that of The College’s programs.

MSN | 7 Safest Ways To Invest Your Money If You Oversaved for Retirement
July 1, 2025

Michael Finke, PhD, CFP® provides tax and retirement planning advice in this article about managing your retirement savings.

The Financial News 247 | How To Choose a Financial Advisor
July 1, 2025

This article details the key credentials to look for when choosing an advisor, mentioning The College’s Chartered Financial Consultant® (ChFC®) Program as one to keep an eye out for.

Leaders Magazine | A Storied Institution
July 3, 2025

In this article, President and CEO of The College George Nichols III, CAP® is interviewed about his career story, The College’s history and strategic priorities, and any advice he has for those just starting in their career.