Advisers Latest

Costly wage and hour lawsuits happen because companies don’t classify workers correctly. Here’s how to make sure that doesn’t happen.

Traditional financial literacy programs may be ignoring the fact that for many employees, money is deeply emotional.

Brokerages are struggling to retain workers and it may be time to take a hard look at hiring practices.

Clients and advisers hold a key role for many millennials who just aren’t saving enough money.

BHC Insurance’s James McMillan, one of this year's Rising Stars, embraces technology to explain benefits but says “the best form of explanation is always direct one on one contact.”

American Fidelity’s Michael Hart, one of this year’s Rising Stars, looks to provide service to take care of customers “when they had the worst day of their life.”

The brokerage says it plans to continue expanding over the next one to two years.

These young standout advisers see a changing workforce sparking new benefits for gig workers, student loan debt relief and better engagement tactics from employers. Ranging in age from 26 to 35, they represent the next generation ready to make their mark on an evolving industry.

Ed Ligondé discusses the direction he sees advisers going as they move away from the broker role toward a more consultative role with clients.

Some insurers offer an incentive called wellness dollars to help companies cover the cost of workplace programs.