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.
Court Challenge to State-Sponsored Retirement Plans Fails
A challenge to the California Secure Choice Retirement Savings Program (CalSavers) by a taxpayer advocacy association failed last…
Institutional Investing Giant David Swensen Dies at Age 67
David Swensen, the pioneering asset manager who developed the “Yale Method” for investing the venerable university’s endowment, has…
Orion, FeeX Team to Manage 401k and Other ‘Held-Away’ Assets
Tech giant Orion Advisor Solutions has partnered with FeeX to help advisors efficiently manage and trade held-away accounts,…
Women of Color Most Financially Affected by Pandemic
The COVID-19 pandemic and the severe financial disruptions it has caused are defining moments in history for many…
TDFs Know You’re Not Paying Attention, So They Underperform: Paper
“Set it and forget it” just took on a nefarious new meaning according to recent research from three…
Majority of Small Business 401k Plans Still Pay Hidden Fees
Why don’t more small businesses offer a 401k to their employees? This might be the reason. Despite a…
Ascensus Introduces ‘Aimee,’ a Unique Financial Wellness Hire
Recordkeeping giant Ascensus added artificial intelligence (AI) to its financial wellness offering to encourage better economic decision-making and behavior…
May Top Advisor by Participant Outcomes (TAPO)— Syed Nishat
Using 401(k)s to Aid Frontline Workers Burnout was a significant issue in 2020, especially among front-line healthcare workers…
Cuban, Mallouk Twitter Fight With $2 Million Indexing Bet
Call it Clash of the Twitter Titans. Rich guys Mark Cuban and Peter Mallouk went at it on…
EvoShare and SavvyFi Team to Tackle Student Loan Debt
EvoShare, a micro savings-oriented FinTech startup based in Berkeley, California, and SavvyFi, a tech-driven 529 employee benefit platform…