Advisers Latest

Reach out to your clients’ other trusted advisers to multiply your list of prospective clients, says columnist Jack Kwicien.

There are three key areas advisers should focus on when working with client data, says Andrew Kimmel.

Importing provider networks, increasing deductibles and cost sharing are just a few proposed ways to make private benefit exchanges more efficient.

Plan sponsors need to be especially focused on not only the expenses they pay, but also how they pay them, says columnist John Ludwig.

Clients should realize that reaching the finish line of their career means the start of a new chapter of life.

A deal between Humana and eMindful will add mindfulness programs to the insurer’s suite of wellness offerings available to employers.

Due to changing regulations, employers are looking to their adviser for assistance, says Kim Buckey, DirectPath’s VP of compliance communications.

Savvy advisers are crunching the numbers to retain clients and win new business.

Startup backed by Silicon Valley investors, posted losses in New York, Texas and California in the first half of the year, the latest example of insurers both large and small losing money in new markets created by President Barack Obama’s health care overhaul.

Lawsuits have been filed against eight private universities sponsoring defined contribution code Section 403(b) and 401(a) retirement plans