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.
A Picture of 401(k) Participants by Age: ICI
How well do you know the participants in the plans on which you advise? The sheer number would…
Women Scarce Among Mutual Funds Managers
Are female fund managers a dying breed? A new report from Morningstar doesn’t paint a particularly encouraging picture. …
Islamic Funds Struggle in Short-Term, Have Long-term Growth Potential: Thomson Reuters
While popular in certain parts of the world, Islamic mutual funds, or those that invest according to tenets…
ETFs Top Mutual Funds With Financial Advisors
We all knew it would happen eventually. A recent survey from the Financial Planning Association finds that Exchange-Traded…
SEC’s Stein Takes Aim at Alternative Mutual Funds
Securities and Exchange Commissioner Kara Stein is starting to see “some cracks in the foundation” of the regulatory…
On 80th Anniversary, Remind Clients About my Social Security
As the 80th anniversary of Social Security approaches, remind your clients to sign up for their Social Security…
SEC Charges Retirement Plan Custodian in Connection With Ponzi Scheme
An Ohio-based self-directed IRA provider finds itself in hot water, accused by the SEC of ignoring red flags…
May Was a Bad Month for Active Mutual Fund Managers
Passive strategies pulled ahead in the ongoing “taste great, less filling” debate over management styles. Morningstar reported U.S.…
Employees Access Hedge Funds in Their 401(k)s
Wow, we could all be so lucky. Bloomberg reports on one of the sweetest employee perks in the hedge-fund…
Shock: 401(k) Withdrawals Exceed New Contributions For First Time
Big news, and blame baby boomers. The Wall Street Journal had BrightScope analyze government data, and the findings…