Advisers Latest

How design thinking is helping human resources make the perk millennial-friendly.

Sharing political opinions with colleagues — and especially clients — can have a negative effect on an adviser’s business, says columnist Wendy Keneipp.

One way is to open a health savings account as it offers tax-free withdrawals that people can use to cover a portion of their insurance premiums.

Last week, yet another slew of private retirement plan managers became the target of class-action lawsuits. This time it was a bunch of universities: Yale University, NYU, MIT, and other schools have been sued for failing to properly oversee their employees’ retirement plans.

The insurer warned the government in a July letter that it would be financially forced to step back its participation in the individual insurance exchanges if the DOJ tried to block its $28 billion purchase of Humana. Guess what happened, writes Max Nisen.

The change reflects new market dynamics, including broker consolidation, says president and CEO Adam Bruckman.

The company’s new retirement program, Spark 401k, aims to boost small business participation and ease challenges those employers face in offering workers DC plans.

Two brokers who lost homes and offices still consider themselves “fortunate” as rebuilding beings. Read how you can help.

No bones about it: Disorders such as arthritis and back pain affect more than half of employees, and are one of the costliest healthcare drivers for clients.

People who've prepared may still run out of funds in retirement if they fail to create a budget or underestimate the funds they need.