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.
Securian Financial’s Ted Schmelzle: How to ‘PEP Up’ Your Retirement Plan Business
The passage of the SECURE Act continues to resonate, and something the industry has “tried forever” is finally here—the ability to cost-effectively pool retirement plans to bring better scale to small employers. Article presented by: Securian Financial
Biden’s DOL to Implement Trump Fiduciary Rule
The Department of Labor announced that it will allow a Trump-era exemption for investment advice fiduciaries to move…
Why Recent CAA Legislation is a MAJOR Opportunity for 401(k) Advisors
The Consolidated Appropriations Act of 2021, signed into law at the end of December, brings significant changes with…
Episode 19—What Now? Top ERISA Expert Fred Reish Sounds Off on ESG, Reg BI and More
Sponsored By: Fred gets frank about fiduciary. It’s a new year, a new Congress, and a new direction…
Broker-Dealers Continue to Consolidate. Here’s Why …
Consolidation among retail wealth management broker-dealers continues to increase, with the share of BD advisors who are affiliated…
Washington Financial Group’s Joe DeNoyior to Run HUB Retirement
Insurance brokerage giant Hub International Limited (HUB) has named Joe DeNoyior as National President of HUB Retirement and…
Market Volatility, Low Interest Rates Threaten Retirement Income: Cerulli
Heightened market volatility may increase demand for advice that emphasizes de-risking and an ongoing income stream that preserves…
Senator Warren to Join Finance Committee, Will Introduce Wealth Tax
Senator Elizabeth Warren, D-Mass., will join the Senate Committee on Finance in the 117th Congress, she announced on…
February Top Advisor by Participant Outcomes (TAPO)—Steven Glasgow
Defined Contribution Contrarian Steven Glasgow isn’t afraid to contradict conventional wisdom in the service of successful outcomes. His…
Despite Pandemic, Americans Feel in Control of Finances
Although the COVID-19 pandemic presented a curveball for many families, most Americans (81%) feel in control of their…