Advisers Latest

Though there is concern automation could render the role of the broker obsolete, one thing is certain: Personalized attention and expertise is something not easily replaced.

Over half of people (58%) say they trust strangers more than their own bosses. One way to counteract that is to develop teams, says Disney.

The company has made changes to its BrokerageBuilder platform to help advisers compare and input statements.

Using data can help your clients create a more personalized benefits program their employees will actually use.

The brokerage has acquired Northwestern Benefit for an undisclosed amount in its fifth deal this year.

Want to move from simply selling insurance to becoming a trusted adviser? Then you better learn the language of executives.

Employers are hiring and promoting executives in the insurance, digital health and advising industries.

Some clients assume this generation doesn’t invest in benefits like 401(k)s, but the reality is much more complicated.

The company’s Benefit Scout offering aims to help employees better understand their insurance offerings and the amount of coverage to select.

HandsFree Health developed its WellBe virtual assistant to help people navigate the healthcare system, including out-of-pocket expenses for care.