College News Roundup: Week of June 3, 2024

Kitces.com | The Latest In Financial #AdvisorTech
June 3, 2024

Financial guru Michael Kitces discusses The College’s partnership with Couplr.AI and how it benefits College alumni as well as the health of prospecting in the industry.

ThinkAdvisor | A Conversation with American College of Financial Services Researchers Kaylee Ranck & Eric Ludwig
June 4, 2024

Director of College research Kaylee Ranck, PhD, and RICP® Program Director Eric Ludwig, PhD, CFP® discuss results from The College’s 2023 Retirement Income Literacy Study along with approaches to research in the field as a whole.

ThinkAdvisor | American College to Roll Out Tax Planning Certification
June 5, 2024

Jeffrey Levine, the industry thought leader behind The College’s upcoming Tax Planning Certified Professional™ (TPCP™) Program, discusses how the program will enhance the advice of advisors across fields of expertise.

InvestmentNews | A Philosophical Lesson in Servant Leadership
June 6, 2024

In recognition of College President and CEO George Nichols III, CAP®’s position as a finalist for the InvestmentNews CEO of the Year Award, this profile looks at President Nichols’ background and where his drive to benefit the industry and society comes from.

ThinkAdvisor | 8 Reasons Retirement Has Gotten Harder for the Affluent
June 6, 2024

WMCP® Program Director Michael Finke, PhD, CFP® explores why those with more resources may still face difficult years when entering retirement.

ThinkAdvisor | Why Advisors Love the Retirement Planning Field
June 7, 2024

Director of College research Kaylee Ranck, PhD, and RICP® Program Director Eric Ludwig, PhD, CFP® speak with ThinkAdvisor about how they came from disparate backgrounds and became researchers in the retirement planning space.