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.
Fidelity: 401(k) Account Balances Hit Record in Q1
Looks like the stock market’s end-of-the-year plunge didn’t prevent people from continuing to set aside money for their…
The State of Trump According to Christie and Sessions: 2019 SALT Conference
Plenty of interesting insider observations came out of a Tuesday morning 2019 SALT Conference session in Las Vegas…
PIMCO Appoints Rene Martel to Head of Retirement
PIMCO announced May 7 it has named Rene Martel, a Managing Director at the Newport Beach, Calif.-based firm,…
Pay Gap Only the Start of Financial Inequality for Women
Survey finds women struggle more than men in almost every area of their financial wellness—from meeting day-to-day expenses to saving enough for retirement.
High School Financial Literacy Gets a Boost
Helping teachers and their students with financial literacy? Now there’s an effort we can get behind. Learning to…
5 New Features Debut in Advisor Analytics Tool Suite from Envestnet
A series of new analytics tools intended to empower financial advisors to make better, data-driven decisions and ultimately…
RIAs Less Bullish on M&A Activity in 2019
RIAs and fee-based advisors less bullish about pace of RIA industry M&A activity compared to prior years, yet majority still believe it will increase.
How to Reduce Early Withdrawals from 401(k)s
401(k) early withdrawals can hurt retirement savings. Learn risks, tax penalties, and strategies to reduce early 401(k) withdrawals.
Technology Key to Better Client Experience
Top RIA firms know they need to invest more in technology in order to create a better client…
Average 401(k) Pretax Deferral Rate Hits All-Time High: T. Rowe Price
In what falls into the category of good news for retirement savings, the average pretax deferral rate in…