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Black Women Report Trouble Finding a Financial Advisor to Trust

401(k)Specialist
Nov 09, 2021

According to The College’s Center for Economic Empowerment and Equality and its inaugural research study on

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WMCP® vs CFP® Certification

Nov 09, 2021

The Wealth Management Certified Professional® (WMCP®) is a designation that proves your ability to manage money and provide sound financial advice.

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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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Moving To A Stakeholder-Focused Business Purpose

InsuranceNewsNet
Nov 01, 2021

What is the purpose of the modern corporation: is it to serve shareholders, or stakeholders more broadly? Domarina Oshana, Research Director for Corporate Program at the American College Cary M.

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What's Retirement Happiness?

Financial Advisor
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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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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George Nichols III, President and CEO

George Nichols III Recognized as a Forbes “Culture 50 Champion”

Forbes
Oct 26, 2021

Despite enormous institutional and societal hurdles that have been present for centuries, the past few years have seen a shift in attitudes across the nation as more and more individuals, groups, and companies seek to put diversity and inclusion first while seeking solutions to help close the per

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How To Plan For a Financially Secure Life in the Event of a Partner’s Death

GoBankingRates
Oct 26, 2021

As women are a still-growing and often underserved portion of the financial services client pool, a big question faced by many women in their later years is what happens to them if their partner passes away before them.

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Getting Ahead Of Your Diminished Capacity Worries

Forbes
Oct 26, 2021

It’s common knowledge that as people age, they may lose some of their decision-making ability; however, when approaching retirement with a carefully-tailored financial plan, any more serious slips in judgment could cause complicated financial headaches.

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