Advisers Latest

Commentary: He’ll tell you his efforts were imperfect. And he didn’t get to everything. But what one adviser did do — his commitment to action, to implementation — produced 55% growth in 24 months.

Commentary: It’s important for employees to have someone to help support them during this time. Your clients are in the perfect position to offer that type of assistance.

Commentary: Employers must train supervisors and managers on the proper way to respond to an employee's announcement that she is pregnant and will need maternity leave. Failure to do so could result in litigation.

Challenges are on the horizon for the non-profits, created by the Affordable Care Act — presenting issues as well for the brokers who work with them.

A technical glitch with Vermont Health Connect dating back two years was finally corrected in a recent software upgrade, but it proved to be both time-consuming and costly for the state-based health insurance exchange described as “once-beleaguered.”

Advisers can build a “wonderful retirement plan” from a design perspective, but financial wellness issues can lead plans with great potential off-track, says Kathleen Kelly, managing partner at Compass Financial Partners and EBA’s Retirement Adviser of the Year.

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.