College News Roundup: Week of February 26, 2024
Baron’s | Equity Market Outlook 2024
February 2, 2024
In this article, College assistant professor of financial planning Audrey Snell, MBA, CFP®, ChFC®, RICP® discusses the impact of a “soft landing” from recent inflationary worries as well as what may still be to come from markets in 2024.
Yahoo Finance | 401(k) Millionaires Grew in Late 2023: How to Save Like One
February 27, 2024
In this article, a pair of financial services thought leaders discuss the timely takeaways of The College’s Retirement Income Literacy Survey with journalists from Yahoo Finance.
Wealth Solutions Report | WSR Pathfinder Awards – Top Black Industry Leaders Of 2024
February 27, 2024
In this piece, College President and CEO George Nichols III, CAP® is placed among an industry list of the top Black leaders of 2024 in financial services in celebration of Black History Month.
Plan Sponsor | New Income Planning Tool To Advise Retirees on How Much to Withdraw
February 27, 2024
In this article, College thought leader Michael Finke, PhD, CFP® and Tamiko Toland announce the launch of IncomePath — a tool to help retirees visualize what they can spend in retirement, while factoring in investment risk, annuity options, and life expectancy.
Smart Money Circle | How to Make Educated Decisions
February 28, 2024
In this podcast episode, College FinServe Network ambassador Heather Welsh, CFP®, AEP®, MSFS shares her insights from years in the profession on how to help advisors and clients make educated decisions about financial matters.
College News Roundup: Week of February 19, 2024
Baron’s | Social Security, Medicare Trouble Ahead? Money Pros Weigh In
February 7, 2024
This article examines the perennial topic of the insecurity of Social Security and other government benefits, including in the realm of healthcare, and includes expert opinions from College thought leaders on what the future may hold.
Baron’s | Do Financial Advisors Really Improve Retirement Readiness? These Surveys Say “Yes”
February 16, 2024
This piece explores a pair of recent industry studies on retirement readiness, including The College’s Retirement Income Literacy Study, to show that quality advice from financial professionals has a measurable impact on how well clients do in retirement.
ThinkAdvisor | 8 New Findings on What Americans Don't Know About Retirement Income
February 16, 2024
In this slideshow piece, ThinkAdvisor takes a look at key insights from The College’s Retirement Income Literacy Study and the takes of College experts on what they mean for the industry.
Plan Sponsor | Financial Literacy Quiz Reveals Americans Lack Understanding of Retirement Income
February 22, 2024
In this article, Eric Ludwig, PhD, CFP® talks through some of the key results of The College’s Retirement Income Literacy Study and how advisors can help consumers in need of more knowledge – along with taking a look at how artificial intelligence tools like ChatGPT figure in.
Baron’s | Here’s Evidence That Advisors Make a Difference for Retirement
February 23, 2024
In this article, Baron’s takes a look at the results of The College’s Retirement Income Literacy Study – with a particular emphasis on takeaways that show partnering with knowledgeable advisors can be a key factor in better retirement outcomes for clients.
Yahoo Finance | Can You Pass This Retirement Literacy Quiz?
February 24, 2024
In this piece, Yahoo Finance invites readers to take The College’s Retirement Income Literacy Study quiz to discover how much knowledge they have about basic retirement planning concepts.
WalletHub | Best Online Savings Accounts
February 26, 2024
In this article, Chet Bennetts, CFP®, CLU®, ChFC®, CLF®, RICP® shares his opinions about online savings accounts, their uses and value in retirement planning, and how savvy savers can maximize their value.
College News Roundup: Week of February 12, 2024
Yahoo Finance | Do You Know How Much You Have Saved for Retirement? 1 in 4 Americans Don't
February 10, 2024
In this piece, Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, professor of practice and co-director of the American College Center for Retirement Income, explains why so many Americans may not have any idea how much they have saved for retirement – and how what they don’t know can hurt them.
Rethinking 65 | New Study Underscores Importance of Retirement Advice
February 14, 2024
In this article, Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, professor of practice and co-director of the American College Center for Retirement Income, examines how older Americans with financial advisors did better on The College’s 2023 Retirement Income Literacy Study knowledge quiz than those without advisors – as well as the limitations of that guidance.
InvestmentNews | Tips for Advisors Seeking to Improve Their Recruiting and Retention
February 14, 2024
In this video, Sandy Herzlich, Vice President of Retirement Strategy at The American College of Financial Services, sits down with InvestmentNews anchor Gregg Greenberg to discuss how financial advisors can improve their recruiting and retention practices.
401(k) Specialist | Participants are Failing at Retirement Literacy
February 14, 2024
This article takes an in-depth look at some of the biggest takeaways from The College’s Retirement Income Literacy Study, including public knowledge deficits in areas such as long-term care and life expectancy as well as demographic gaps that may contribute to failing results.
Forbes | Americans’ Retirement Literacy Is Lacking, And It Matters
February 14, 2024
In this column, Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, professor of practice and co-director of the American College Center for Retirement Income, discusses more takeaways from The College’s Retirement Income Literacy Study and the implications of its results for the advisor community.
InvestmentNews | Retirement Income Literacy Lacking Among Older Americans
February 14, 2024
This article revisits the results of The College’s Retirement Income Literacy Study, with particular emphasis on how the study exposes demographic fault lines in financial knowledge and why advised individuals scored higher on several fronts.
NAPA | F is for Failure: Americans Bomb Retirement Income Quiz
February 15, 2024
This piece explores high-level results from The College’s Retirement Income Literacy Study and what they mean for the financial services industry as it seeks to serve older Americans better.
Wealth Caves | Unlocking Confidence: Financial Literacy Key to Secure Retirement (2023 Study Highlights)
February 15, 2024
This story breaks down some of the most critical takeaways from The College’s Retirement Income Literacy Study and how advisors can use the lessons of the study now to provide actionable aid to older Americans they serve.
ThinkAdvisor | 8 New Findings on What Americans Don't Know About Retirement Income
February 16, 2024
This article runs through a number of the core takeaways from The College’s Retirement Income Literacy Study in a slideshow that explains the timeliness and urgency of addressing the major gaps it identifies in retirement literacy.
College News Roundup: Week of February 5, 2024
Financial Advisor | How Clients Can Handle Big Tax Debt
February 5, 2024
In this article, Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, adjunct professor of advanced planning and co-director of the American College Center for Retirement Income, discusses how high-net-worth clients and their advisors can approach big owings to the IRS.
ThinkAdvisor | When Clients Are Laid Off, How to Ease the Sting: Advisors' Advice
February 6, 2024
In this piece, FinServe Network ambassadors Terry Parham, Jr., CFP®, ChFC®, CLU®, RICP®, WMCP®, MSFP and Andrew Tudor, CFP®, RICP®, CAP® discuss their insights on how best to help clients who may lose their jobs secure and plan for their futures.
Financial Planning | 5 Ways to Help Clients' Kids Land Their First Home
February 7, 2024
In this article, Sophia Duffy, JD, CPA, AEP®, associate professor of business planning, looks at how advisors can help their clients’ children set themselves up for success as homeowners.
College News Roundup: Week of January 29, 2024
Motley Fool Money | Three Ingredients for a Happy Retirement
January 29, 2024
In this podcast episode, WMCP® Program Director Michael Finke, PhD, CFP® participates in the second of a two-part interview series with Robert Brokamp, CFP® on the key ingredients to a strong and successful retirement.
Fintech is Femme | Future of Financial Education with George Nichols of The American College of Financial Services
February 1, 2024
In this podcast episode, College President and CEO George Nichols III, CAP®, speaks with host and journalist Nicole Casperson about how The College is expanding opportunities for financial professionals and opening doors to historically underserved communities.
College News Roundup: Week of January 22, 2024
The Motley Fool | Netflix Gets Raw
January 23, 2024
In this podcast episode from Motley Fool Money, WMCP® Program Director Michael Finke, PhD, CFP® participates in the first of a two-part interview series with Robert Brokamp, CFP® on elements to consider when planning an optimal withdrawal rate for retirement.
CityWire | More Than Half of Wealth Firms Have an Ongoing AI Project: F2 Report
January 24, 2024
In this article, CFP® Certification Education and ChFC® Program Director Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® shares his thoughts on the rise of artificial intelligence (AI) among financial services firms and best practices to consider when adopting new technologies.