Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
Betterment Buys Into Crypto Market
With acquisition of Makara, largest independent digital investment advisor plans to offer customers managed crypto portfolios in an all-in-one platform
Financial Education in High School Doesn’t Impact Retirement Savings in Adulthood
TIAA Institute study finds no clear evidence that financial literacy coursework improves the likelihood of saving for retirement
Silver Scam: ‘Advisor’ Charged with Bilking Retirees Out of $68M
SEC, Commodity Futures Trading Commission and 27 state securities regulatory agencies file charges and complaints against precious metals dealer and its owner for exorbitantly priced silver coins and rendering unlawful investment advice
Alliance for Lifetime Income Helping Elton John Say Farewell to Fans
Nonprofit promoting awareness of protected lifetime income in retirement announced as sole presenting partner of “Farewell Yellow Brick Road” tour in North America
ESOP Advocate Touts Retirement Savings Advantages Revealed in New Study
ESCA cites finding showing average ESOP account balance entering pandemic was more than double the average 401k account balance at a non-employee-owned company
Littlefield Named Head of U.S. Retirement at Principal
Retirement industry veteran Chris Littlefield will succeed Rene Schaaf, who is retiring after more than 41 years at the company
401(k) Participants Wary of Unfamiliar Social Security ‘Bridge’ Option
New Center for Retirement Research brief says introducing this option within 401k plans would help retirees by allowing them to delay Social Security claims
Advisors Eye Digital Technologies to Spur 2022 Growth
FSI and Broadridge release study highlighting independent advisor growth opportunities
Creative Planning Buys Paradigm Financial Advisors
Acquisition of St. Louis-based RIA firm with over $600 million in AUM will accelerate Creative Planning’s growth in the HNW space
Hughes v. Northwestern Bottom Line: Harder to Dismiss Cases
Recent Supreme Court opinion means steady flow of 401k and 403b excessive fee cases expected to continue, with motions to dismiss less likely to be granted