In an interview with ICTV published in Yahoo! Finance, Luke Van de Loo, Partner at Sullivan Mermel, discusses how founder and ACP Member Bridget Sullivan Mermel transformed what began as a tax preparation practice into a comprehensive, fee-only financial planning firm after repeatedly seeing...
Former ACP Certified Member Frank Corrado was a featured guest on the Swift Chats podcast, discussing how advisors can humanize financial advice in the age of AI. Corrado highlights his new white paper, The Strategic Power of Humanization in Modern Wealth Management, which makes the case that...
2026 ACP Annual Conference Join the Alliance of Comprehensive Planners for the 2026 Annual Conference—an engaging, community-driven event designed for financial planning professionals who value meaningful connections, practical insights, and high-quality education. Taking place...
09-15-2026 08:00 AM - 09-18-2026 08:00 AM MT Tucson AZ
ACP Certified Member Susan Einberger was featured in this article from MarketWatch titled '‘A gut feeling.’ When my husband had a stroke, I took over our finances. I now suspect we’ve been ripped off by our adviser. Now what?' The article explores how investors can find fiduciary advisors that...
ACP Certified Member Ken Robinson was featured in this article from MarketWatch titled '‘Is this a thing people do?’ I’m 62 and not retiring anytime soon. I’m thinking of moving my managed, rollover IRA back into my 401(k). Is that a dumb idea?' Ken answers the question of whether the person...
ACP Certified Member Elizabeth Buffardi was interviewed on the Noon Business Hour by WBBM Newsradio, discussing why there are a number of reasons why filing your taxes early might be smarter this spring. She covers the importance of getting your documents organized ahead of time; how if you file...
ACP Certified Member Keith Spencer was featured in this article from Kiplinger titled 'We Retired at 62 With $6.1 Million. My Wife Wants to Make Large Donations, but I Want to Travel and Buy a Lake House.' Keith discusses how it doesn't have to be an "either-or" situation, and recommends...
ACP Certified Member Zach Teutsch was featured in this article from Barron's Advisor, also published in MSN, titled 'It’s Hard to Manage Relationships With Divorcing Couples. How These Financial Advisors Do It.' Zach discusses his experience working with client couples going through a divorce,...
ACP Certified Member Susan Einberger was quoted in this article from Best Money titled 'Your First-Time Homebuyer Guide: 12 Steps to Owning Your Dream Home', providing tips, steps, and insights for buying your first home, including creating a budget that accounts for all home-related expenses,...
ACP Certified Member Ken Robinson was quoted in this MarketWatch article titled '‘Who can help us?’ We have two homes — one with $88K left at 2.75% and one with $275K at 4.5%. Should we pay one off?', discussing paying off mortgages on two homes and which one to pay off if you want more monthly...