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Insights & Resources

Follow emerging trends and dive into key financial topics with our expert-driven research, podcasts, webcasts, and more.

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Practice Management | Insights

FinServe Ambassador Champions the Power of Next-Gen Disruption

March 22, 2024

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About The College | News

College News Roundup: Week of March 11, 2024

March 18, 2024

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Retirement Planning | Podcasts

Shares: Dave Ramsey’s Bad Math

By Michael Finke

March 18, 2024

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From The President | Insights

Women Working in [Everything]

By George Nichols III

March 13, 2024

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Dave Ramsey's Bad Math

Michael Finke, PhD, CFP® hosts a conversation with proud “supernerds” David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® and Wade Pfau, PhD, CFA, RICP® to respond to what they see as unrealistic and risky presumptions about retirement planning.

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Specialized Knowledge

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Women Working in Wealth

Empowering and Engaging Women in Financial Services

NextGen in 10

The Future of Financial Services and the Generation Shaping It

Wealth, Managed

Today’s Top and Trending Wealth Management Topics