Advisers Latest

Misclassification liability is an area of substantial potential exposure, says employment attorney William Horwitz.

Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.

After a successful launch in the Northeast, Joe Laurin, president of Fidelity Health Marketplace, shares where the company plans to take its marketplace next.

Keenan’s 14th annual survey in healthcare sector mines containment strategies

New clients are the lifeblood of an insurance brokerage but retention is also mission-critical, argues insurance marketer Brian Nate.

The Office for Civil Rights will begin investigating breaches or protected health information that affect less than 500 individuals, says attorney Sheryl Feutz-Harter.

In an opaque marketplace, the status quo will not change and the financial burden will only get worse, says adviser Mark Gaunya.

Retirees can mitigate the impact of inflation by shortening the duration of bond portfolios so that re-investment at higher rates can be done in the future.

Jobless claims increased by 7,000 to 265,000 in the week ended Oct. 29, a Labor Department report showed Thursday in Washington.

Willis Towers Watson report tracks marketplace trends for 2017, including positive signs for business growth.