College News Roundup: September 23-October 1, 2024

Financial Planning | 4 Post-Beach Takeaways from the World's Biggest Wealth Fest
September 24, 2024

This article provides a recap of some of the top takeaways from September’s 2024 FutureProof Festival, including a talk from College president and CEO George Nichols III, CAP® on how financial services can recruit more new and diverse advisors to the profession, as well as retain them better.

GoBankingRates | 7 Safest Ways To Invest Your Money If You Over-Saved for Retirement
September 26, 2024

WMCP® Program Director Michael Finke, PhD, CFP® offers potential planning solutions for those who may have large nest eggs, but don’t know how to make them last throughout retirement.

ThinkAdvisor | Researchers Put Americans’ Retirement Literacy to the Test. The Results Weren't Pretty
September 26, 2024

Our 2023 Retirement Income Literacy Study research team details where Americans fall short on retirement planning knowledge – and how advisors can help – in this podcast episode.

InvestmentNews | Are Advisors Falling Short on Tax Planning Strategies?
September 30, 2024

This article examines the results of our 2024 Advisory Services Survey and how advisors need more in-depth tax planning knowledge.

AARP | 5 Retirement Fears and How to Conquer Them
October 1, 2024

WMCP® Program Director Michael Finke, PhD, CFP® gives his perspective on the biggest challenges facing those planning for retirement, including the fear that one will outlive the money they’ve saved.