The American College of Financial Services

Cary Street Partners to Add Jeb Cogger, CFP®, ChFC® as Head of Wealth Planning, Managing Director

Retrieved on: 
Monday, November 6, 2023
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Cary Street Partners is pleased to announce that Jeb Cogger, CFP®, ChFC®, has joined as Head of Wealth Planning, Managing Director.

Key Points: 
  • Cary Street Partners is pleased to announce that Jeb Cogger, CFP®, ChFC®, has joined as Head of Wealth Planning, Managing Director.
  • Mr. Cogger brings almost 30 years of wealth management and financial planning experience to Cary Street Partners, having most recently served as the Senior Director of Financial Planning, Research & Education at Edelman Financial Engines.
  • He will also lead Cary Street Partners’ financial planning steering committee, provide timely planning resources and content, and enhance internal training and coaching processes and programs.
  • “We are thrilled to welcome Jeb to our team,” said Joseph R. Schmuckler, Chief Executive Officer of Cary Street Partners.

The American College of Financial Services Announces Knowledge Hub+, a Just-in-Time Learning and CE Platform

Retrieved on: 
Tuesday, October 31, 2023
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KING OF PRUSSIA, Pa., Oct. 31, 2023 /PRNewswire/ -- The American College of Financial Services announces Knowledge Hub+, a new learning platform that curates insights from sought-after academics, industry innovators, financial planning experts, and practice management leaders into one dynamic experience. Knowledge Hub+ will launch with over 50 hours of combined CFP® and College continuing education (CE), with 10 hours of new growth-focused content planned quarterly.

Key Points: 
  • Knowledge Hub+ will launch with over 50 hours of combined CFP® and College continuing education (CE), with 10 hours of new growth-focused content planned quarterly.
  • Launching in January, The College will first exclusively introduce Knowledge Hub+ to over 27,000 designees participating in The College's Professional Recertification Program (PRP), followed by a public launch of the new learning platform later in 2024.
  • "The College has conducted several studies to determine the knowledge formats financial advisors and agents prefer most.
  • "We are able to bring cutting-edge knowledge around topics like AI to professionals in real-time, as they most need it."

Bryn Mawr Trust Appoints Jamie Hopkins as Director of Private Wealth Management

Retrieved on: 
Tuesday, September 19, 2023
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WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, today announced Jamie P. Hopkins has been named Senior Vice President, Director of Private Wealth Management effective October 1, 2023.

Key Points: 
  • WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, today announced Jamie P. Hopkins has been named Senior Vice President, Director of Private Wealth Management effective October 1, 2023.
  • In his role, Hopkins will lead, enhance and grow Bryn Mawr Trust’s private wealth management business.
  • View the full release here: https://www.businesswire.com/news/home/20230919598351/en/
    A highly regarded executive in the financial services industry, Hopkins brings to Bryn Mawr Trust his extensive wealth management experience, innovative thinking, transformative leadership and a strong reputation for fostering Client relationships.
  • Prior to joining Bryn Mawr Trust, Hopkins served as Managing Partner at Carson Group.

Carol Prushan Appointed Senior Vice President, Advancement and Alumni Relations at The American College of Financial Services

Retrieved on: 
Tuesday, September 19, 2023
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KING OF PRUSSIA, Pa., Sept. 19, 2023 /PRNewswire/ -- The American College of Financial Services is excited to announce Carol Prushan as Senior Vice President, Advancement and Alumni Relations. Working closely with The College's Executive Leadership team, Prushan will shape the advancement strategy of The College as the institution moves into its next 100 years.

Key Points: 
  • With deep experience in donor and constituent relations, Prushan will lead The College's fundraising, donor and volunteer relations, and alumni and community engagement
    KING OF PRUSSIA, Pa., Sept. 19, 2023 /PRNewswire/ -- The American College of Financial Services is excited to announce Carol Prushan as Senior Vice President, Advancement and Alumni Relations.
  • Working closely with The College's Executive Leadership team, Prushan will shape the advancement strategy of The College as the institution moves into its next 100 years.
  • Starting from September 18, Prushan will report directly to George Nichols III, CAP®, President and CEO of The American College of Financial Services.
  • "I look forward to working with my colleagues at The College to help solidify its future as a leader in financial services education," said Prushan.

The American College of Financial Services Launches the FinServe Network with an Inaugural Class of Ambassadors from Across the Industry

Retrieved on: 
Tuesday, September 12, 2023
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KING OF PRUSSIA, Pa., Sept. 12, 2023 /PRNewswire/ -- The American College of Financial Services is proud to announce the launch of the FinServe Network, a remarkable cross-section of leaders and rising stars in financial services, including College alumni and dedicated volunteers who represent the uniqueness and diverse landscape of the profession.  

Key Points: 
  • "We are honored to have these ambassadors join the inaugural FinServe Network class and partner with The College to reach our bold strategic vision to better serve financial professionals and society for the next 100 years," said George Nichols III, CAP®, President and CEO of The American College of Financial Services.
  • "Through valuable connections and the networks derived from those relationships, we are advancing the conversation around what the financial services profession should truly be.
  • We couldn't be prouder to collaborate with these leaders and look forward to working together to help redefine the future of financial services."
  • The FinServe Network serves as a valuable resource for The College, advocating on behalf of its vast alumni network, providing unique perspectives and expertise on industry trends, and sharing a collective passion for lifelong learning.

17th Annual Conference of African American Financial Professionals to Focus on Reclaiming Black Wealth

Retrieved on: 
Monday, July 10, 2023
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KING OF PRUSSIA, Pa., July 10, 2023 /PRNewswire/ -- The largest gathering of Black and African American leaders, visionaries, and trailblazers across financial services returns in-person to continue the pursuit of equity, innovation, and generational impact. Hosted by The American College of Financial Services— a nonprofit, accredited institution delivering an educational and impact platform for financial professionals, nonprofit leaders, and consumers —the Annual Conference of African American Financial Professionals (CAAFP) will be held in Chicago, IL, August 7-9, 2023.

Key Points: 
  • Hosted by The American College of Financial Services— a nonprofit, accredited institution delivering an educational and impact platform for financial professionals, nonprofit leaders, and consumers —the Annual Conference of African American Financial Professionals (CAAFP) will be held in Chicago, IL, August 7-9, 2023.
  • This marks the 17th year of The College hosting this premier event and since its founding, the CAAFP has served to advocate and advance the charge for increased representation of Black and African American professionals in the financial services industry.
  • This year's conference theme is "Reclaiming Black Wealth" and is a follow-up to a tremendously successful gathering last year in Washington, DC, focusing on empowering Black communities, businesses, and individuals.
  • "The Conference of African American Financial Professionals has continued to grow and innovate over two decades.

Revolutionary Retirement Income Style Awareness (RISA) Assessment Founders Announce Formation of Advisory Board Packed with Industry Heavy Hitters, Plan Go-To-Market for January 2023

Retrieved on: 
Monday, November 21, 2022
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The first members of the RISA Advisory Board include:

Key Points: 
  • The first members of the RISA Advisory Board include:
    John Faustino , Head of Broadridge Fi360 Solutions , Broadridges fiduciary education and technology business.
  • Faustino, a visionary in the retirement income space, also founded the Retirement Income Consortium .
  • Bonnie Treichel , founder and Chief Solutions Officer of Endeavor Retirement , who brings both experience as an Employee Retirement Income Security Act (ERISA) attorney and as a retirement plan advisor to the RISA Advisory Board.
  • RISA, the Retirement Income Style Awareness profile, is built on a retirement income framework that blends psychology and financial planning to help investors identify their unique retirement income preferences.

Ed Slott and Company Named 2022 ThinkAdvisor LUMINARY Award Winner for Thought Leadership and Education

Retrieved on: 
Tuesday, November 22, 2022
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NEW YORK, Nov. 22, 2022 /PRNewswire/ -- Ed Slott and Company, LLC, the nation's leading provider of IRA distribution education for financial advisors, CPAs, insurance agents and attorneys, has been named an award winner of ThinkAdvisor's LUMINARIES 2022 for the "Thought Leadership and Education" category. This award is designed to recognize firms making outstanding efforts to better understand and train new and existing industry participants. The recognition for Ed Slott and Company comes after it launched its on-demand, CE-approved, 12-course program, IRA Success, in partnership with The American College of Financial Services in the spring of 2021. 

Key Points: 
  • NEW YORK, Nov. 22, 2022 /PRNewswire/ -- Ed Slott and Company, LLC, the nation's leading provider of IRA distribution education for financial advisors, CPAs, insurance agents and attorneys, has been named an award winner of ThinkAdvisor's LUMINARIES 2022 for the "Thought Leadership and Education" category.
  • This award is designed to recognize firms making outstanding efforts to better understand and train new and existing industry participants.
  • In addition to this new initiative, Ed Slott and Company has continued to provide a robust series of educational and training resources.
  • ABOUT ED SLOTT AND COMPANY, LLC:Ed Slott and Company, LLC is the nation's leading provider of technical IRA education for financial advisors, CPAs and attorneys.

NFP Appoints Mike James Chief Sales Officer

Retrieved on: 
Thursday, November 10, 2022
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NEW YORK, Nov. 10, 2022 /PRNewswire-PRWeb/ -- NFP, a leading property and casualty broker, benefits consultant, wealth manager and retirement advisor, announced today that it has appointed Mike James as chief sales officer. James will be responsible for providing high-level strategic direction to drive the entire NFP sales organization and continue to serve in a leadership role across the company's life business. James, whose tenure with the company spans more than 16 years, will collaborate across the company with regional, platform, sales leaders and producers to align NFP's sales strategy and execution and elevate results.

Key Points: 
  • NEW YORK, Nov. 10, 2022 /PRNewswire-PRWeb/ -- NFP , a leading property and casualty broker, benefits consultant, wealth manager and retirement advisor, announced today that it has appointed Mike James as chief sales officer.
  • James will be responsible for providing high-level strategic direction to drive the entire NFP sales organization and continue to serve in a leadership role across the company's life business.
  • James, whose tenure with the company spans more than 16 years, will collaborate across the company with regional, platform, sales leaders and producers to align NFP's sales strategy and execution and elevate results.
  • "The chief sales officer role is critical to the next phase of NFP's growth," said Doug Hammond, chairman and CEO, NFP.

Ed Slott and Jeffrey Levine Launch New Podcast: "The Great Retirement Debate"

Retrieved on: 
Thursday, November 3, 2022
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NEW YORK , Nov. 3, 2022 /PRNewswire/ -- Ed Slott, CPA, nationally recognized IRA Expert, founder of Ed Slott and Company, LLC and creator of irahelp.com, in collaboration with Jeffrey Levine, CFP®, CPA, PFS, CWS®, AIF®, chief planning officer for Buckingham Strategic Wealth, announce the launch of their new podcast show, The Great Retirement Debate. Each week, Slott and Levine provide lively commentary as they argue an opposing side of a retirement planning topic or strategy. Episodes drop every Thursday, beginning November 10, 2022, and are available on all major platforms, including Spotify, Apple, Stitcher, and Amazon.

Key Points: 
  • NEW YORK, Nov. 3, 2022 /PRNewswire/ --Ed Slott, CPA, nationally recognized IRA Expert, founder of Ed Slott and Company, LLC and creator of irahelp.com ,in collaboration with Jeffrey Levine, CFP, CPA, PFS, CWS, AIF, chief planning officer for Buckingham Strategic Wealth , announce the launch of their new podcast show, The Great Retirement Debate .
  • Slott and Levine created The Great Retirement Debate podcast with the objective of educating listeners on the various points to consider when making a financial decision for retirement.
  • The topics covered apply to those in or near retirement and beneficiaries who will inherit retirement assets in the future.
  • Ed Slott, CPA, America's IRA Expert, is the nationally recognized IRA and retirement planning distribution expert, best-selling author and professional speaker.