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Advisers looking to maximize the impact of their client- and prospect-facing material should take these factors into account, says Selden Beattie’s Beverly Beattie.
February 9
Selden Beattie Benefit Advisors, Inc. -
The tech-focused brokerage is now in its ‘second version’ with former PayPal exec David Sacks in charge, says HR Technology Advisors’ Joe Markland.
February 9
Nfor1 -
In the wake of CEO Parker Conrad resignation, new management says it plans to focus on small business, creating more competition for the brokers and consultants targeting that market.
February 9
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Working with employers to successfully reduce employee money stressors requires several steps, says Carla Dearing, CEO of financial planning service SUM180.
February 9
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Companies put a lot of time and money into their annual performance review and pay decision cycles, yet many believe they do little to motivate employees.
February 9
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Parker Conrad, co-founder of benefits startup, steps down, to be replaced by company's chief operating officer.
February 8
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Technology offers simplicity, transparency, mobility and portability, and advisers should embrace it, says Chad Parks.
February 8
Ubiquity Retirement + Savings -
The benefits market is undergoing a transformation and few operations seem fully prepared.
February 8Nfor1 -
Software analytics firm sees positive results from its campus health center.
February 8
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When advising the youngest generation in the workforce, brokers must focus on education and technology-driven tools to enhance understanding.
February 8
