News Roundup: September-October 2025

256 Today | Community Foundation of Greater Huntsville to Host Financial Seminar on Secure Act 2.0
September 19, 2025

Chartered Advisor in Philanthropy® (CAP®) Program Director and American College Center for Philanthropy and Social Impact Managing Director Paul Caspersen, CFP®, AEP®, MS shared key insights for financial advisors at a seminar hosted by the Community Foundation of Greater Huntsville.

MSN | The 'Ted Lasso' Effect: A Positive Outlook Really Can Strengthen Your Retirement Plan
September 21, 2025

This article about optimism in retirement planning references related research conducted by Wealth Management Certified Professional® (WMCP®) Program Director Michael Finke, PhD, CFP®.

InvestorsObserver | Americans Will Outlive Their Retirement Money, Warns BlackRock CEO
September 23, 2025

In this article about the risks of increasing retirement longevity, Professor of Practice Wade Pfau, PhD, CFA, RICP® shares retirement income planning tips.

The Adviser Magazine | Phil Sieg Retiring as Head of J.P. Morgan Advisors
September 23, 2025

WIth head of JPMorgan’s brokerage division Phil Sieg announcing his retirement, this article looks back on the advisor growth program he instituted, which includes acquiring The College’s WMCP® designation.

401kspecialistmag.com | Government Workers Likelier to Incorporate AI in Retirement Strategies
September 23, 2025

This article explores the impact of AI on retirement planning, referencing research conducted by Retirement Income Certified Professional® (RICP®) Program Director Eric Ludwig, PhD, CFP®, RICP® and and Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF®, director of the Chartered Financial Consultant® (ChFC®) and CFP® Certification Education Programs.

Rethinking65.com | How Financial Advisors Can Foster Client Trust
September 24, 2025

This article by Managing Director of the American College Cary M. Maguire Center for Ethics in Financial Services Azish Filabi, JD, MA, and Senior Director of Research and Operations Domarina Oshana, PhD, explores tactics for navigating client trust.  

InsuranceNewsNet | Retirement Confidence is High, Yet Many Make Financial Mistakes
September 25, 2025

This article about common retirement-related financial mistakes references The College’s Retirement Income Literacy Study and features insights from Eric Ludwig, PhD, CFP®, RICP®.

WealthManagement | Shaping the Future: Recruitment and Retention in Financial Services
September 25, 2025

In this interview, George Nichols III, CAP®, president and CEO of The American College of Financial Services, speaks to the advisor talent gap and how the firms can attract and retain new talent.

ThinkAdvisor | Meet the Luminaries Class of 2025 Finalists
September 29, 2025

The College has been named a Luminaries finalist for multiple categories, including Industry Disruption, Product or Service Innovation, and Thought Leadership and Education! Additionally, George Nichols III, CAP® has been named a finalist for CEO of the Year and Jared Trexler has been named a finalist for CMO of the Year.

ThinkAdvisor | 'Credential Stacking' Offers Diminishing Returns for Retirement Planners: Study
September 30, 2025

This article explores key insights from research conducted by Eric Ludwig, PhD, CFP®, RICP® and Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF®, which found that advisors who have obtained the CFP® mark and the RICP® designation demonstrated higher levels of income planning literacy.

Financial Advisor | Avoiding Mortgage Fraud
October 1, 2025

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, offers advice for advisors on helping clients avoid accidentally committing mortgage fraud.

RFG Advisory | EP09 - Game Film: Lindsey Lewis on Redefining What's Possible in Financial Services | RFG Advisory 
October 6, 2025

In this podcast episode, Managing Director and Chair of The American College Center for Women in Financial Services Lindsey Lewis, MBA, ChFC®, CFP® discusses launching a career in financial services, the gender gap, the future of the industry, and more.

MoneyWise | ‘Triumph of the Optimist’: The More Optimistic You are, the Better Your Savings are Likely to Be — Why Positivity is Tied to Greater Savings
October 7, 2025

In this article about the benefits of optimism in retirement planning, Michael Finke, PhD, CFP® shares insights from his own research on the topic.

Kiplinger | 6 Steps to Protect Your Retirement Savings
October 7, 2025

Wade Pfau, PhD, CFA, RICP® offers advice for retirement saving and planning in this article.

InvestmentNews | American College of Financial Services CEO highlights new campaign
October 7, 2025

In this interview, George Nichols III, CAP® discusses The College’s first-ever consumer awareness and engagement campaign, designed to showcase the value behind advisor’s specialized designations.

Dagens PS | Bevisat: Optimism gör dig rikare
October 8, 2025

This article from a Swedish outlet links Sweden’s growing concerns about retirement optimism to similar trends in the United States, featuring insights from Michael Finke, PhD, CFP®.

ThinkAdvisor | American College Debuts Advisor Search Website, National TV Ad
October 8, 2025

This article spotlights The College’s first-ever consumer awareness and engagement campaign, designed to help clients understand the effort, achievement, and expertise behind advisor’s designations.

BlueToad | Wealth Management Best of the Best 2025

The College is named one of WealthManagement’s Best of the Best 2025 for the inaugural, award-winning Horizons event.

Little Black Book | LBBOnline Every Specialist Needs a Specialist in American College of Financial Services Campaign
October 10, 2025

This article highlights The College’s first-ever consumer awareness and engagement campaign and accompanying campaign commercial, which focuses entirely on the value of specialized financial advice.

InvestmentNews | Revealed: The best wealth management professionals & advisors under 40 in the USA
October 13, 2025

Lindsey Lewis, MBA, ChFC®, CFP® has been recognized by InvestmentNews as a rising star in the financial services industry.

Roast Brief | Big Com Launches First-Ever National Campaign for The American College of Financial Services
October 13, 2025

This article speaks to the significance of The College’s debut campaign commercial, noting how it benefits both advisors and consumers by increasing awareness around professional designations.

Digital Journal | The College Raises Public Awareness of Financial Expertise Through National Ads that Engage Consumers Around Specialization
October 14, 2025

The College’s consumer awareness and engagement campaign, partnership with Big Com, and more are featured in this article.

InsuranceNewsNet | As Interest in LTC Insurance Declines, Families Exposed to Care Costs
October 14, 2025

This article about long-term care references research conducted by the Nationwide Retirement Institute and The College, which suggests many Americans currently underestimate how long they’ll live.

Digital Journal | The American College Executed a Times Square Campaign with PR to SKY
October 15, 2025

This article showcases The College’s consumer awareness and engagement campaign billboard, which debuted on the Nasdaq Tower in Times Square, NY.

VOCAL | Climbing the Wealth Management Ladder: Key Certifications That Elevate Your Financial Career
October 15, 2025

In this article listing the top financial planning certifications for advisors, The College’s Chartered Financial Consultant® (ChFC®) Program is recommended for professionals seeking practical, real-world knowledge in financial planning.

Straight Arrow News | A Clog in the Housing Pipeline: Baby Boomers Don’t Want to Move Out
October 16, 2025

Eric Ludwig, PhD, CFP®, RICP® offers insight into the current housing pipeline clog from a retirement planning perspective in this article.

ThinkAdvisor | Most Retirees Want to Front-Load Their Spending
October 16, 2025

This article by Michael Finke, PhD, CFP® explores how advisors can help clients enjoy their retirement savings early without compromising their quality of life later down the line.

Indie Agency News | Your Sourdough Took Years to Perfect. So Did Their RICP
October 16, 2025

This article spotlights The Colleges campaign commercial and its significance for both The College’s legacy and the industry, touching on the commercials’ witty humor and creative concept.

The New York Times | Moving in Retirement? Here’s How to Minimize Regrets.
October 18, 2025

Michael Finke, PhD, CFP® warns of the impacts of climate change on insurance and home price appreciation and depreciation, something retirees might need to consider when searching for a new home.

MSN | The Rubber Duck Rule of Retirement Tax Planning
October 22, 2025

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® addresses common misconceptions about retirement tax planning in this article.

AOL | Will You Live to 100? The Odds May be Better Than You Think
October 22, 2025

This article references The College’s Retirement Income Literacy Study to illustrate how Americans underestimate today’s increasing life expectancy and retirement longevity.

MarketWatch | ‘I hate my current job.’ I’m 55, been working 32 years and have some retirement savings. But my bank savings ‘is shot’ and I have $12K in debt. Now what?
October 25, 2025

This article recommends The College’s consumer education programs to individuals who are struggling to manage their finances and plan for retirement.