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.
N.J. Proposes ‘Tougher than Reg BI’ Fiduciary Standard
Proposed New Jersey rule would establish a uniform fiduciary standard requiring broker-dealers and investment advisors to put investors' interests first.
Follow Me: Clients Cool with Advisor Social Media Connections
More evidence that engaging with clients on social media is a good way to foster the advisor-client relationship…
How 401k Advisors Can Step Up Their HSA Game
Health Savings Accounts grew to an estimated $51.4 billion in assets across more than 23 million accounts halfway…
Most Advisors Gaining Clients with Social Media
More than nine in 10 advisors who use social media for business say it has helped them gain new clients, according to latest Putnam Social Advisor Survey.More than nine in 10 advisors who use social media for business say it has helped them gain new clients, according to latest Putnam Social Advisor Survey.
Elite RIA firms struggle to expand talent pools
New poll finds most elite RIA firms are not doing enough to expand their talent pools even though they know it is a key to growth.
ESG Investments May Prompt Greater 401k Savings
Want to boost 401k plan participation and contribution rates? Might want to consider adding socially and environmentally responsible…
Wade Pfau to Head RICP Designation at The American College
Wade Pfau, renowned retirement expert, appointed Director of RICP, enhancing retirement planning education at The American College.
The Next Financial Services Disruptor is …Your Client: 2019 NAPA 401(k) Summit
As Chad Larsen was introducing closing keynote speaker Joey Coleman at the end of the 2019 NAPA 401(k)…
Famous Hacker Scares Daylights Out of 2019 NAPA 401(k) Summit Attendees
"Kevin Mitnick, an 'ethical' hacker, shares insights on cyber threats targeting companies at NAPA 401(k) Summit, offering defense strategies."
How ‘CSR’ Can Transform Your Practice: 2019 NAPA 401(k) Summit
An all-star panel from some of the nation’s leading advisory firms explained how CSR—Corporate Social Responsibility—has invigorated their…