ThinkAdvisor | Can You Beat My Score on This Retirement Literacy Test?
April 26, 2024

ThinkAdvisor reporter John Manganaro discusses his experience taking The College’s 2023 Retirement Income Literacy Quiz, his results, and the insights he gathered from examining the results of the accompanying Retirement Income Literacy Study.

The New York Times | A Wealth Shift That Could Leave Some Younger Americans Behind
April 28, 2024

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® takes a look at changing dynamics in the distribution of wealth and how millennials and other young Americans may face challenges in saving and preparing for eventual retirement.
 

In her article, Rasmussen, who serves as a member of the Advisory Council for the Center for Women in Financial Services discusses how AI will shape the future of financial advising and better address the unique circumstances faced by women.

Rasmussen speaks about the ability of AI to create better learning environments, recruit without inherent biases, offer personalized planning strategies, and more in this article.

Read on to hear what Rasmussen has to say about AI in financial services and why its use promises a bright future for women.

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In this episode of our Shares podcast, host Eric Ludwig, PhD, CFP® speaks with fellow researcher Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® about some of the 2023 study’s most important takeaways and how advisors can use these insights to better partner with their clients for critical retirement planning conversations.

Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® is an assistant professor of financial planning and director of the Chartered Financial Consultant® (ChFC®) and CFP® Certification Education Programs at The American College of Financial Services. With over 20 years in the financial services industry, Bennetts has served in roles from customer service, to being a financial planner, to managing 80 advisors in over five states. After serving in the Marine Corps for over eight years, both active and reserve, Bennetts was medically discharged when he returned from Iraq in 2005. In staying connected with the military communities, he serves as an on-demand DoD contractor, providing free financial counseling and planning services to service members and their families. His research focus and passion is in the area of behavioral finance — specifically how financial wellbeing affects physical and psychological wellbeing — among service members and veterans.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.

Nasdaq | Actionable Outcomes for Advisors and Clients
April 19, 2024

Kaylee Ranck, PhD, director of College research, Eric Ludwig, PhD, CFP®, director of the American College Center for Retirement Income, Jennifer McCauley-Weiss, MBA, RICP®, CLU®, vice president and head of annuity services and marketing at New York Life Insurance Company, and Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®, chief executive officer of Bryn Mawr Capital, join Jill Malandrino on Nasdaq TradeTalks to discuss the knowledge gaps and behaviors around areas such as social security, long term care, life expectancy, and actionable outcomes for advisors and clients.

Financial Advisor | Beyond The Alphabet Soup: What Advisors Need To Know About Medicare
April 17, 2024

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® discusses the benefits and drawbacks of certain types of Medicare options and how today’s advertising surrounding these benefits can sometimes be misleading to clients.