Advisers Latest

Requirements can be difficult to follow, but mistakes can cost a broker and their client big money in fines, penalties, civil lawsuits, audits and more, says Word & Brown’s Marc McGinnis.

Companies that were forced to close need to determine whether they have to pay employees who stayed home as well as handle other employment issues that many may not have thought about before.

The average retirement age is 61, with only 4% of seniors working until the age of 70 or older, according to a Gallup survey.

United Income, a new money manager backed by some of the biggest names in retirement, is pitching big data as a solution.

Employee Benefit Adviser, in partnership with business intelligence data analytics firm miEdge, lists leading companies with 10% or more growth over the past year.

FirstPerson’s Katy Stowers worked as an ERISA lawyer but now delivers benefit oversight and deliverables at the Indianapolis benefits consultancy.

Agency Growth Mastermind Partnership comes together in Philadelphia to commit to a new way of doing business.

Brokers need to actively work to become better advisers who are more equipped to help clients, says Danny O’Connell.

Advisers can protect their clients' retirement savings by allocating their assets across equities, fixed income and cash.

Closing offices, activating emergency plans and backing up data, brokerages plan to weather the storm.