College News Roundup: Week of April 22, 2024
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.
College News Roundup April 15, 2024
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.
College News Roundup: Week of April 8, 2024
Morningstar | Progress, Not Perfection: Gen Z Has Made Some Extraordinary Financial Moves But Still Needs Help
April 8, 2024
Michael Finke, PhD, CFP® joins other thought leaders in discussing how members of Gen Z can prepare for their financial futures, including through emergency savings funds and retirement planning strategies.
Journal of Financial Planning | 2024 Kenneth Black Jr. Journal Author Award
April 8, 2024
Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® is recognized for his first-place finish in the Journal of Financial Planning’s annual award for publishing the number-one article in the Journal for the 2023 publication year on snowbirding in retirement.
ThinkAdvisor | AI And The Future Of Women's Retirement Planning
April 11, 2024
Neeraja Rasmussen of the American College Center for Women in Financial Services’ advisory council writes about how artificial intelligence (AI) has the potential to improve the services women receive from the financial industry.
College News Roundup Week of April 1 2024
MoneyGeek | Is Life Insurance Worth It?
April 1, 2024
Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® joins other experts in offering perspectives on the importance of life insurance as part of a holistic financial plan – in particular, how it can positively impact retirement planning.
MoneyGeek | The Social Security Guide
April 1, 2024
Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, along with other thought leaders, weighs in on how Social Security impacts Americans’ retirement planning, along with how to ensure those benefits are maximized to their fullest extent.
ThinkAdvisor | Do You Need $1.5M to Retire? 5 Experts Weigh In on the New Magic Number
April 3, 2024
David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® and Michael Finke, PhD, CFP® examine how much money, on average, is needed for Americans to ensure a comfortable life in retirement, as well as the strategies needed to make that money last.
The Wall Street Journal | Your Financial Adviser Doesn’t Want You to Know About These Conflicts
April 4, 2024
Michael Finke, PhD, CFP® discusses the issues that still exist in the financial services industry when it comes to conflicts of interest and fee models – as well as what can be done to push the profession toward more ethical methods.
College News Roundup Week of March 25 2024
Financial Advisor | Building And Leading Gender-Diverse Teams
March 27, 2024
Lindsey Lewis, CFP®, ChFC®, director and chair of the American College Center for Women in Financial Services, joins Kaylee Ranck, PhD, The College’s director of research, in writing about the importance of gender diversity on teams in the financial services industry and beyond in recognition of Women’s History Month.
Social Security Matters | Breaking Barriers: Celebrating Women’s Vital Roles as Disability Advocates
March 29, 2024
Joellen Meckley, JD, MHS, ChSNC®, executive director of the American College Center for Special Needs and the Center for Women in Financial Services, writes on the government’s Social Security Administration blog the benefits available to assist both those with special needs and their caregivers – many of whom are women.
College News Roundup Week of March 18 2024
Financial Advisor | Five Key Questions For Ensuring Responsible AI In Financial Services
March 22, 2024
Azish Filabi, JD, MA, executive director of the American College Center for Ethics in Financial Services, along with Neeraja Rasmussen of Spyglaz, explore how artificial intelligence (AI) is reshaping the financial services profession and potential ethical questions companies will need to address.
College News Roundup: Week of March 11 2024
WealthManagement.com | Getting into the Game: How Private Equity Funds Have Jumped into Professional Sports
March 12, 2024
FinServe Network ambassador Padric Scott, AEP®, CFP®, ChFC®, CLU®, WMCP®, CCFC, CAP®, MSFP explains the appeal and upside possibilities of investing in the world of sports, including rights and sponsorships.
College News Roundup: Week of March 4, 2024
Financial Advisor | When Retirees Give Away Too Much Money
February 27, 2024
Professor of Practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® discusses the reasons some retirees may give away too much of their nest eggs and how advisors can balance clients’ desire to be charitable with sound planning for the future.
Barron’s | Annuity Sales Are Soaring Because of Higher Payouts. What You Need to Know
March 3, 2024
The College’s experts discuss the benefits and opportunities surrounding annuity products in retirement planning, as well as whether advisors should consider them as part of their strategies.
Rethinking65 | Ex-Marine’s New Mission: U.S. Retirement Readiness
March 5, 2024
College Chartered Financial Consultant® (ChFC®) and CFP® Certification Education Program Director Chet Bennetts, CFP®, ChFC®, CLU®, RICP®, CLF® discusses his journey from military service into financial planning, as well as how he’s using his career to support financial security efforts for veterans and all Americans.
Yahoo Finance | Is This a Good Time to Invest in Bitcoin?
March 8, 2024
Wealth Management Certified Professional® (WMCP®) Program Director Michael Finke, PhD, CFP® shares his thoughts on recent surges in crypto-asset prices, specifically Bitcoin, and why some advisors and companies may be hesitant about becoming involved with these assets.
Robert Moldoff Appointed Chief Information Officer at The American College of Financial Services
KING OF PRUSSIA, PA – March 12, 2024 – The American College of Financial Services announced that Robert Moldoff has been named as Senior Vice President and Chief Information Officer. In this role, Moldoff will be responsible for aligning technology strategy and operations to support The College’s Strategic Plan and vision.
"Bob's leadership and integrity, coupled with his expertise in information technology make him the perfect leader to continue to elevate and innovate information technology at The College,” said George Nichols III, CAP®, president and CEO of The American College of Financial Services. “We look forward to continuing to ensure our IT is at the forefront for higher education and the financial services professionals we serve.”
Moldoff comes to The College with over 30 years’ experience creating and leading information technology (IT) strategy, enterprise application development, IT operations, and cybersecurity. Throughout his career, he has worked as a strategic partner and trusted advisor to executive leadership, guiding design and implementation of complex technology systems.
“I look forward to working with my colleagues at The College to forward the mission of uplifting the financial services profession and society,” said Moldoff. “Technology is at the core of how we deliver value to our students and alumni, and I’m excited to continue to innovate and collaborate to support the systems that deliver our offerings.”
Prior to joining The College, Moldoff served as Chief Information Officer at CGFNS International, Inc., a non-profit serving the global healthcare market with comprehensive credentialing and assessment products. In that role, he had overall responsibility for all technology strategy, application development, security, and information technology operations. Before that, Moldoff was Director of Technology at 4R Systems, Inc., a market leader in retail inventory profit optimization. There, he managed the development, production operations, and cloud migration of large-scale analytical database systems. He also spent over 20 years in different technology roles at SCT and SunGard managing the development, implementation, and support of administrative technology solutions for non-profit higher education institutions.
Moldoff has an Executive Master of Business degree from the Fox School of Business of Temple University and a Bachelor of Science degree in Information Systems from Widener University. He served for nine years in the U.S. Coast Guard and is a Life Member of the Disabled American Veterans.
###
ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
Contact:
Sarah Tremallo
908-967-0381 / stremallo@jconnelly.com
Lindsey Allumbaugh
678-643-1310 / lindsey.allumbaugh@theamericancollege.edu
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.