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Retirement

Pros and Cons of 6 Fee-Based Options for Financial Advisors

One of the biggest changes in the financial services profession since the Conflict of Interest Rule was finalized has been the shift from traditional commission-based...

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The College

Faculty Spotlight: Jocelyn Wright

Jocelyn D. Wright, MBA, CFP®, is Assistant Professor of Women’s Studies at The American College of Financial Services. She’s also Director of The American College State Farm®...

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Retirement

Making a Case for Reverse Mortgages in Retirement Income Conversations

Social Security benefits represent the largest retirement income asset for most Americans, supplying roughly two-thirds of retirees with more than half of their retirement...

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Retirement

Transitioning to Fee-based Financial Planning: A Story From the Field

A recurring trend in the financial services profession has been a shift from commission-based business models to fee-based models. In Canada, 98 percent of financial advisors...

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Retirement

4 Client Retirement Myths and Tips to Help Advisors Address Them

When knowledge gaps exist, they are filled with assumptions. In terms of retirement income planning, these gaps can lead to incorrect financial assumptions, which can make a...

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Retirement

7 Tips for Safeguarding Retirement Income in a Turbulent Market

The American College of Financial Services conducted a flash survey of Retirement Income Certified Professionals® (RICP®s) and 60 percent reported that none of their clients...

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Leadership, The College

Top Young Professionals Honored With Millennial Advisor Award

The nomination period for 2016 has ended, and will reopen for 2017 nominations in late April.

The Board of Trustees at The American College of Financial Services determined...

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Retirement

How to Discuss Suitability Versus Best Interest Standards with Clients

 The U.S. Department of Labor Conflict of Interest Rule (aka the DOL rule, or simply the fiduciary rule) requires a higher standard of care than the suitability standard...

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DOL

Looking Ahead at the Financial Services Profession Through a Fiduciary Lens

Dr. Craig Lemoine, CFP®, Associate Professor of Financial Services and Director of The American College Granum Center for Financial Security, takes a moment to reflect,...

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