Advisers Latest

Brokers and agents are meeting with senators in an effort to garner support for the Equalizing the Playing Field for Agents and Brokers Act, which aims to offer advisers the same access to marketplace enrollment information as is available to navigators and certified assisters.

Commentary: Leading-edge reporting platforms enable employers to participate more fully in improving the cost and quality of employee health.

Commentary: The instructions clarify a couple of key areas that will simplify how employers file under IRS 6055 and 6056.

Critical illness insurance sales have been “phenomenal” recently, says Stephen F. Rowley, vice president at Gen Re — A Berkshire Hathaway Company. Watch as he shares what producers are asking for to boost the growth of the product even more.

What works best for clients still struggling to move their technology capabilities into the 21st century?

Baby boomers, Generation X and millennials all have different attitudes about saving for the future and varying work styles, and it’s crucial that advisers know these differences before discussing retirement savings options.

Commentary: Rookie adviser Brian Murphy embraces “the complexity, the challenge and the intellectual stimulation” of onboarding a new client for the first time.

Commentary: Pharma will feel the pain of regulation sooner than they expected, adviser Craig Hasday predicts.

Commentary: Teetering on the edge of the looming retirement crisis in America, partisan politics are part of the reason we have failed to move up in the rankings, says retirement expert Chad Parks.

Education is often hailed as the key to employee benefit satisfaction, but new research shows it also increases enrollment and employee engagement. Experts say advisers are well-positioned to expand employer education and communication strategies.