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.
Advisor Uses Underwater ‘Sea Scooter’ to Avoid Ponzi Scheme Arrest
A California financial advisor wanted for his role in an alleged $35 million Ponzi scheme went to extreme…
Say What? Only 23% of Advisors Have a Defined Marketing Strategy
A new survey found that that 77% of advisors have no defined marketing strategy and that only 49%…
PayPal Workers Get ‘Immediate Access’ to Wages Before Payday
It might sound like an accounting nightmare, but automation is key. PayPal announced that it will allow its…
Financial Wellness in Demand Early in Pandemic
When faced with economic uncertainty and market volatility at the onset of the COVID-19 pandemic, employees flocked to…
Advisor, Investor Optimism Decline for Second Straight Year
Despite closing in on more record market highs, advisor and investor optimism are down for the second year…
SEC Chairman Clayton to Step Down at Year’s End
Jay Clayton tenure concludes as Biden prepares to name a new SEC leader, sparking speculation about tougher Wall Street oversight.
More Financial Advisors Providing HSA Services to Clients
A recent survey found that more financial advisors are providing health savings account (HSA) services to their corporate…
Episode 13—Prime Capital Investment Advisors’ Matthew Wolniewicz Gets Real About ESG, Peps and the Election
There’s a lot happening on the 401(k) front—ESG, MEPS, and PEPs, the election—and we asked industry veteran Matt…
ESG Rule’s Fate Rests in Senate Control: WSJ
DOL ESG Rule faces outcome uncertainty as the Georgia Senate recount could decide its future for retirement investment plans.
Scale Takes Center Stage as RIAs Continue to Compete
It’s been said time and again—scale is key. However it’s achieved, through technology, acquisition, or something completely different,…