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.
FINRA Shuts Down B-D for Reg BI Breaches, Additional Violations
Owner and CEO suspended for a year as Melville, N.Y.-based firm made misrepresentations to customers and violated FINRA’s suitability and supervision rules
Retirement Savings Gap Could Create $1.3 Trillion Burden by 2040
New research from Pew finds Americans’ insufficient retirement savings could add a huge strain to state and federal budgets if the issue is not addressed
2 in 3 Small Businesses Still Don’t Offer Retirement Plans: Fidelity
First “Small Business Retirement Index” finds half (48%) of respondents worry they cannot afford to offer a 401(k)
Investors Bullish on AI as a Tool for Advisors
Morgan Stanley Wealth Management Pulse Survey reveals finds more than 7 in 10 investors believe artificial intelligence is a game-changer
2024 Social Security COLA Projection Now at 3.1%
May update based on new inflation data shows next year’s adjustment is on pace to fall well short of this year’s historic 8.7% increase
Standard of Living in Retirement Will Decline for Half of Households: Report
Latest National Retirement Risk Index findings promp report authors to warn, “we need to fix our retirement system so that employer plan coverage is universal”
Richter-Gordon, Chamberlain Launch Firm to Vet Lifetime Income Options in 401(k)s
Fee-only “Annuity Research & Consulting” debuts today with goal of transforming the DC plan industry’s approach to investigating annuity options
Why Financial Advisors Need Personal Branding: Sheri Fitts
Sheri Fitts talks about the need for and importance of personal branding among 401(k)-focused financial advisors.
10 States Furthest From and Closest To Retirement Savings Benchmarks
New ranking identifies which states are furthest behind in saving what they’ll need to retire, and by how much
Sheri Fitts Launches Personal Branding and Thought Leadership Conference
Inaugural SWAY | LIVE event for financial advisors set for August in San Diego