Adviser strategies

Wealth management’s challenge will be innovating and adapting to technology to provide Gen Z with the convenience of a single platform that meets all its needs.

It could just be a five-to-seven year itch, but take this quiz to find out.

A succession plan is not only for retirement but in the event of premature death, serious illness or incapacity.

A new generation of Rising Stars tackles wellness, increasing healthcare costs and new benefits offerings.

Check out our latest roundup of industry moves.

The start of a new decade is the perfect moment for advisers to think about what has been trending and how to bring about positive change.

These forward-thinking advisers transitioned their clients to self-insured health plans powered by direct contracting with a more thoughtful approach to reference-based pricing, producing better benefits and eye-popping results.

Benefits advisers must move beyond the perception of being product vendors. Here’s how to become a strategic consultant to succeed in a competitive market.

The insurance technology company says the acquisition will significantly expand its existing data services division.

Employers can use data from self-funded health plans to reduce costs.

Student loan, legal insurance and ID theft benefits are among some of the "sexiest" perks that employers can offer to staff, says NFP's vice president of group benefits.

Student loan, legal insurance and ID theft benefits are among some of the "sexiest" perks that employers can offer to staff, says NFP's vice president of group benefits.

Insurtech startups are building infrastructure at a breakneck pace. Can your business keep up?

The U.S. spent more on healthcare than any other country. Could this provide a solution?

The insurance technology company is adding new capabilities to its tool for brokers, including a machine learning capability.

The “pure joy” of being your own boss is one advantage of working in the gig economy. Finding good benefits is another story.

Executives continue to change jobs in the insurance and benefits spaces.

Nail down the fundamentals today for a successful strategic exit plan tomorrow.

Some employers have seen success by personalizing open enrollment strategies.

Agency M&A activity shows no signs of slowing down, with 490 reported transactions so far this year.