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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.
June 25
Daymark Advisors -
The company aims to make benefits administration easier for human resources professionals, producers and employees.
June 25 -
Digital strategist recommends Facebook or Slack groups as an optional avenue for year-round benefits communication, though a millennial broker begs to differ.
June 25 -
Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.
June 25 -
To motivate their teams, brokers need a rallying cry that evokes shared goals and a larger vision.
June 22
Q4intelligence -
By continually reviewing prescription benefit policies and adapting them to current clinical information, employees are limited to their first exposure to addictive painkillers.
June 22 -
The video streaming service will be matching up to $1,200 a year to help workers pay their student debt.
June 22 -
From offering pet insurance to bringing the pooch in to the office, more employers are finding that being more open to the furry family friends has a big impact on retaining talent, especially among younger workers.
June 22 -
Brokers are in a legal quandary: Many of them will still be fiduciaries under the 1975 Rule, but the third-party compensation they received will no longer be permitted.
June 21
Drinker Biddle -
When the Dow soars and dives, advisers need to reassure clients that their employees’ retirement nest egg is safe.
June 21
The Speakman Financial Group







