Advisers Latest

New CEO Scott Kirksey talks about the company’s immediate investment priorities and the importance of its adviser network.

The product allows HR managers to communicate with applicants in either English or Spanish via text message.

Moving a client to an online platform has the potential to triple a broker’s profits while also expanding an employer’s benefit options.

The bill clarifies that agent compensation is not an insurance company administrative expense, which could relieve financial strains on small and independent firms.

As group purchasing coalitions become more popular, they are increasingly susceptive to mismanagement due to low volume, lack of risk control and poor adviser experience.

Financial Finesse and the Global Retirement Partners Advisor Alliance are two years into a program that now reaches more than 500 employers, including New York’s finest.

The DOL rule to allow employers to band together to create an association health plan has hidden obligations for employers.

Beginning in February, the credit card giant will match 200% of an employee’s contributions to the company plan, up to 5% of the individual’s salary.

The list outlines the current standards business owners must follow and the anticipated changes that should be considered as they plan for the year ahead.

Employee Benefit Adviser, in partnership with business intelligence data analytics firm miEdge, presents leading firms, ranked exclusively on health and welfare revenue. Revealed in descending order, the listing is based on Form 5500 reporting data as of Dec 11.