Adviser strategies

Text messages, mobile apps and videos are all methods brokers can use to get — and keep — employees attention during open enrollment and beyond.

Clients often look to advisers for guidance when implementing a new healthcare spending model.

Advisers are playing an important role in the rapid growth of the small and mid-sized software solutions industry.

Advisers who are averse to change may face an uphill battle when it comes to attracting new clients.

Advisers should focus on bringing new holistic financial wellness offerings to clients.

Independent brokerages and agencies are “low-hanging fruit” for cybercriminals, one expert says.

The tool includes more than 200 training courses for advisers’ clients.

Interest on the buy side and an inventory of potential sellers is keeping acquisition activity high in the space.

As the role of the adviser evolves, education programs are expanding beyond traditional offerings to focus more on human capital management.