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.
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
401k Advisors Will Approve of Americans’ ‘Top Financial Priority’
New AIG Life & Retirement study shows a heightened focus on financial security and planning
2021 Annuity Sales Highest Since 2008 (No Thanks to 401(k)s)
While 2022 figures to be a banner year for the introduction of annuities into retirement plans in the wake of the SECURE Act, 401ks were still just a minor factor in strong 2021 annuity sales
Unpaid Caregivers Struggle with Retirement Security
New Secure Retirement Institute study illustrates how unpaid caregiving often has a substantial negative impact on savings and retirement readiness—and what can be done to combat it
Meta Among Companies Boosting 401(k) Contributions in 2022
Facebook parent doubles its match to 100% for first $10,250, joining KPMG and Boeing in sweetening retirement plan benefits to combat The Great Resignation
Florida Best, New Jersey Worst for 2022 Retirement: WalletHub
To determine the best states to retire, WalletHub compared all 50 states across 47 key indicators of retirement-friendliness
2022’s 4 Most Affordable Places to Retire Overseas
A new report from International Living explores the four countries that offer expat retirees the best quality of life at the lowest cost
California RIA Firm Latest Acquisition for Creative Planning
Buying spree continues for Peter Mallouk’s RIA giant with acquisition of Reilly Financial Advisors, with $2B in AUM
AUM Jumps 15% in 2021 at JPMorgan Asset and Wealth Management
Jamie Dimon says AWM unit “delivered robust results as we saw positive inflows into long-term products of $34 billion across all channels and regions”