Adviser strategies

The latest proposal clarifies an RIA’s duty of care and other fiduciary obligations when dealing with clients.

The Columbus, Ohio-based brokerage saves client’s money by taking them partially self-funded, bringing in proprietary stop-loss coverage and introducing transparent PBMs.

To stand out in a tight market, advisers need to transcend their clients’ expectations. The best way to do this is by becoming a human-capital consultant.

To motivate their teams, brokers need a rallying cry that evokes shared goals and a larger vision.

Pennsylvania firm Benefit Design Specialists offers self-funded clients a nurse-managed surgery network that is free to employees.

Your clients and their employees need to know your service extends throughout the year.

More than two thirds report a desire to keep participants in plans after retirement and have greater focus on longer term objectives over short-term downside risk.

The record-keeping firm is acquiring Russell Investments’ Adaptive Retirement Accounts program to offer account management to clients.

The latest proposal clarifies an RIA’s duty of care and other fiduciary obligations when dealing with clients.

With a little name change, brokers are attempting to separate themselves from carrier rep competitors to form stronger partnerships with healthcare adviser specialists.