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The Atlanta firm’s Chief Growth Officer Mike Sullivan explains that the deal brings the best technology and advisory services together.

Moving funds into an advised account constitutes fiduciary investment advice and must be monitored carefully.

Moves by Nevada and others threaten to create compliance confusion.

While many employers use technology, not all are realizing success in the form of lower benefits administration costs. Advisers need to become students of the space to make savings a reality.

When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.

Atlanta-based OneDigital is the company’s first brokerage partner and will take over the San Francisco firm’s 7,000 client list.

The advancement of cross-vendor analytics, prescription, engagement and measurement brought on by the democratization of big data is enabling brokers and consultants to better plan performance, says Hodges-Mace's Eric Helman.

The financial giant tries to ease new parents’ concerns by providing guidance on its leave program and working with managers to help them understand the challenges those workers face in their new roles.

There are five key attributes that make a successful combination of high-tech and high-touch actions to drive beneficial health and cost-saving decisions.

Under current interpretations of agency's final rule, blanket post-accident drug testing policies could be considered retaliatory and in violation of the rule.