Advisers Latest

Commentary: Being facilitative and consultative will help you to engage the client in a discussion — not a sales pitch — and it will enable you to make more informed recommendations that are responsive to the client’s values and needs.

Commentary: A new opportunity has emerged, and we have entered another inflection point in an era of change. What each of us does next could very well determine our long-term destiny, says Digital’s Mike Sullivan.

The ruling is not likely to affect demand for individual fixed indemnity products, which have been on the decline, nor to have impact on overall health insurance market, experts say.

Zenefits announced today it is offering small and mid-sized employers an ACA compliance tool for free. Some industry experts say the offering raises the bar again for competing benefit brokers, but others claim it is too little, too late.

Commentary: Although in their infancy, private exchanges have not yet met predicted adoption rates. Wells Fargo’s Dan Gowen shares why this may be the case.

Commentary: There’s a fine line between permissible and impermissible comments — and employers shouldn’t make any requests that could discourage employees from exercising FMLA leave.

U.S. Sens. Dean Heller (R-Nev.) and Martin Heinrich (D-N.M.) introduced legislation Thursday seeking to repeal the Affordable Care Act’s excise tax on high-cost group plans.

Commentary: Benefit firms hoping for agency growth must manage their producers or suffer the consequences of relinquishing control of the firm’s future, says EBA columnist Nelson Griswold.

Robo retirement firms entering the small-plan 401(k) market won’t replace human advisers, industry leaders say.

The share of people without health insurance in the U.S. fell to 10.4 percent last year as the Affordable Care Act’s expansion of public and private coverage programs took effect.