With more than 20 years serving financial markets, John Sullivan is the former editor-in-chief of 401(k) Specialist and Investment Advisor magazine and retirement editor of ThinkAdvisor.com. Sullivan is also the former editor of Boomer Market Advisor and Bank Advisor magazines, and has a background in the insurance and investment industries in addition to his journalism roots. Experienced financial services content executive specializing in creative new media delivery. He joined the American Retirement Association in 2023 as Chief Content Officer, overseeing communications for the organization, as well as its sister organizations.
SkyBridge’s Anthony Scaramucci: ‘Bitcoin is a Retirement Asset’
Warren Buffett called it rat poison. Famed economist Nouriel Roubini was more direct (and vulgar), calling it "sh*tcoin." With heavy-hitters reacting so strongly, why would anyone consider Bitcoin for their investment portfolio, let alone a 401k or similar retirement plan? Many reasons, according to SkyBridge Capital's Anthony Scaramucci. While acknowledging its controversial past and present, the future is crypto, with Elon Musk’s multi-billion-dollar Bitcoin bet giving a big boost to Scaramucci’s argument.
How Resilient Are You in the Face of Financial Setbacks?
Resilience is key to financial wellness and “one of its strongest contributing factors,” according to two new reports.…
How to Market on Any Budget: Broadridge Fi360 Conference
A highly interactive and extremely detailed session from 401(k) Marketing’s Rebecca Hourihan titled “Marketing on Any Budget” kept…
Why Guaranteed Income Matters Now: Broadridge Fi360 Conference
“Now more than ever it needs to be considered as part of a financial plan,” David Blanchett said…
How to Fix the HSA ‘Blind Spot’: Broadridge Fi360 Conference
Forest for the trees; blind but now can see—pick the cliché, but advisors are having trouble with certain…
Tips and Traps for Advisors and Small Group Plans
For anyone who doubts the potential popularity of group plans, some back-of-the-envelope math from Jason Roberts will set…
SECURE Act, Guaranteed Income, Rollovers at Broadridge Fi360 Conference
More direct input and sessions from advisor practitioners will be a major area of focus at this year’s…
IRS Releases 2022 HSA Contribution Limits
The IRS is out with increased health savings account (HSA) contribution limits for the coming year, and both…
Episode 4: How to Save a Lot of Money for Plan Sponsor Clients
This week, we’re joined by Josh Itzoe, host of the popular Fiduciary U podcast and founder of Fiduciary…
Busiest Period in Retirement Advisory Firm M&A History
Retirement advisory firm M&A surged with record deals in 2020 and Q1 2021, highlighting strong buyer demand and growth potential.