The American College of Financial Services

This research compares retirement income strategies with and without whole life insurance for pre-retirement households who are planning ahead for how to best position their assets for retirement. One strategy considers the permanent death benefit s…

The purpose of this paper is to provide financial advisors with an overview of the different ways a client’s risk profile can be measured and assessed. The paper begins by providing a definitional framework to help financial advisors better und…

The financial services industry is dynamic, complex, and perpetually in disruption. The American College Cary M. Maguire Center for Ethics in Financial Services conducted this research project, Voices from the Field, to illuminate perspect…