Adviser strategies

Some benefit brokers say the use of robocalls could create an inaccurate picture of what a legitimate adviser can do for workers.

This year’s employee benefit finalists aim to transform wellness, technology, retirement, voluntary benefits in a changing business landscape.

Brokers considering relinquishing their companies might find the holidays the perfect time to partner with advisers and get input from friends and family.

To mark International Women’s Day, a look at female industry leaders who are transforming the benefits advising field.

Even when your audience knows nothing about your product or service, talking for extended periods of time is not a good idea. That’s a lecture, not a conversation.

Industry leaders whose unique client management strategies, innovative data manipulation and other industry-leading skills are transforming the field.

Cristy Gupton, CEO of employee benefits brokerage firm Custom Benefits Solutions, helped her clients fashion health plans designed to reduce employees’ risk of opioid abuse.

This year’s class of top women advisers understands how these virtues can make a positive impact on the benefits industry.

Employers are often looking for a benefits consultant to help them navigate healthcare, explains Questige’s John Sbrocco.

The difference in returns is huge for investors working with a fiduciary.