Advisers Latest

A roundup of recent staff changes in the industry.

An analysis of Fidelity’s 74,000 HSA accounts has revealed several interesting trends regarding contribution rates and spending behavior.

North Carolinians are just sick about health insurance, doctors, medical billing and collection practices, health products and services — more so than questionable loans and lending practices, Do Not Call list violations and telemarketing schemes.

Consider this: LinkedIn now boasts more than 70 million members. Unfortunately, many advisers still believe that LinkedIn is just a site for posting a resume and looking for a job. While this may be true, it is also a powerful networking tool that can have a significant impact your bottom line.

With regulatory reform bringing a wave of changes to defined contribution plans, retirement plan advisers need to be even more conversant in the ins and outs of legislative requirements and other complexities. Which is why BlackRock is beefing up its commitment to advisers who work with these retirement plans.

A sluggish economy hasn’t slowed the nation’s health care consumerism movement, according to a recent analysis by the Employee Benefit Research Institute.

Employees improved all areas of their personal finances last year, according to a study by El Segundo, Calif.-based Financial Finesse, but many are concerned they haven't saved enough to retire.

On the heels of a politically charged debate and angry street protests in Wisconsin over stripping public employees of their collective-bargaining rights, producers who serve the public sector are now seeing similar efforts take shape across the nation.

Faced with the current challenges brought on by the financial crisis, company priorities have been forced to shift, and employees are left often with a lack of understanding and insufficient guidance on their benefits choices at work.

Benefit professionals have tirelessly lobbied for an end to the so-called use-it-or-lose it rule governing pretax employee contributions to a flexible spending account, which is now the centerpiece of a bipartisan proposal in Congress.